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- 2015 Year End Review
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- When Conventional Wisdom is Wrong
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Articles For Inspiration
Thought Leadership
Stairway to Value
A "Best Fit" Incentive for Owners Seeking a High-Value Change in Control
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Keep More of What You Make
Sheltering Solutions that build business value and personal wealth
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Equity Rules
Shaping powerful equity models via Sell·Pay·Convey®
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Shaping powerful equity models via Sell·Pay·Convey®
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The Profits Interest
The Frank Lloyd Wright Approach to Ownership and Incentives
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The Frank Lloyd Wright Approach to Ownership and Incentives
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Synthetic Equity
Powerful incentive plans aligning key talent, company performance and owner succession in privately-held companies
Powerful incentive plans aligning key talent, company performance and owner succession in privately-held companies
Dynamic Synthetic Equity
A "Practitioner's Guide" to designing advanced equity-based incentive plans for growth & succession
A "Practitioner's Guide" to designing advanced equity-based incentive plans for growth & succession
Resilient Capital Planning
The art of bridging executive compensation, estate planning and philanthropy in an uncertain world
The art of bridging executive compensation, estate planning and philanthropy in an uncertain world
10 Myths of Succession Planning
If you want to eventually EXIT your business, PULL and attract people and capital to it today
If you want to eventually EXIT your business, PULL and attract people and capital to it today
Capital Idea
Crafting a plan to integrate personal and family business capital broadens an entrepreneur’s control and flexibility
Crafting a plan to integrate personal and family business capital broadens an entrepreneur’s control and flexibility
Topical Summaries
Navigating the Journey from Leadership to Liquidity
Strategic alignment leading towards successful succession
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Strategic alignment leading towards successful succession
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Top 40 High Performance Awards for Strategic Advantage
See results of our recently completed study of 100 executive incentive programs that drive strategic advantage
See results of our recently completed study of 100 executive incentive programs that drive strategic advantage
Survey of Value Sharing at Change in Control
A survey and analysis on how much the private companies are sharing value with core executive team at change in control
A survey and analysis on how much the private companies are sharing value with core executive team at change in control
Succession Pathways
How our team aims to help middle market companies with long-term growth and succession
How our team aims to help middle market companies with long-term growth and succession
Bridging the Business Owner Planning Gap
Exposing three blind spots owners who are “Business-rich and cash-poor”
Exposing three blind spots owners who are “Business-rich and cash-poor”
Year End Reviews
2017 Year End Review
2017 Highlights orchestrating plans for owners to scale, grow, and harvest capital
2017 Highlights orchestrating plans for owners to scale, grow, and harvest capital
2016 Year End Review
2016 Highlights practical incentives and affordable equity model for growth
2016 Highlights practical incentives and affordable equity model for growth
2015 Year End Review
2015 Highlights enabling clients' growth, succession and preservation
2015 Highlights enabling clients' growth, succession and preservation