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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The Profits Interest
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

 

Dynamic Synthetic Equity
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

 

10 Myths of Succession Planning
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

 

Topical Summaries

Navigating the Journey from Leadership to Liquidity
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

 

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

 

Succession Pathways
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”

 

Year End Reviews

2017 Year End Review
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

 

2015 Year End Review
2015 Highlights enabling clients' growth, succession and preservation