- About Us
- Our Solutions
- Articles For Inspiration
- Leadership to Liquidity
- Stairway to Value
- Keep More of What You Make
- Equity Rules
- The Profits Interest
- Synthetic Equity
- Dynamic Synthetic Equity
- The Art of Resilient Capital Planning
- 10 Myths of Succession Planning
- Top 40 High Performance Awards
- Survey of Value Sharing at Sale
- Succession Pathways
- Bridging Business Owner Planning Gap
- 2017 Year End Review
- 2016 Year End Review
- 2015 Year End Review
- Good Incentives, Bad Incentives
- Which Succession Pathway Are You On?
- Build Business Value/Personal Wealth
- Equity Models via Sell·Pay·Convey®
- Solving the Buy-In Paradox
- Profits Interest and Why We Need It
- A Wide-Angle Tool Saves Taxes
- Getting Beyond a Band of Experts
- Does 'Skin-in-the-Game' Really Work?
- When Conventional Wisdom is Wrong
- Thinking Outside of 401(k) Box
- Are Equity Grants the Holy Grail?
- Paying Fair without Distortion
- Will Hidden Taxes Derail Your Plan?
- Can Stock Options Make You Sick?
- Contact Us
Message from the Founder
Welcome to the BOLD Value website. I founded BOLD Value on the bedrock premise that owners, executives, and employees of middle market businesses deserve a highly consultative yet analytical advisory team dedicated to the broad issues of successful leadership, customized capital, and smooth succession.
To deliver on that premise, we specialize in “harmonizing the capital of business and life”® to help transform our clients’ enterprises as well at their owners, executives, employees, and families – often across generations.
I am truly grateful to our many and varied clients for giving our BOLD Value team the opportunity to serve and practice the fine art of resilient capital planning for business owners.
I invite you to learn more by reviewing our 2015 Year-End Summary – Please click HERE.
To check out all of our articles for your inspiration – Please click HERE.
To read about the seven critical questions clients ask us – Please click HERE.