Learn powerful strategies to incentivize value creation for growth and succession.
Your culture and aspirations.
Our solutions and advice.

Learn powerful strategies to incentivize value creation for growth and succession.
Your culture and aspirations.
Our solutions and advice.

Strategic Incentives - Leadership, Ownership, Stewardship
Leadership - How Do We Scale
  • Long Term Incentive Plans
  • Synthetic Equity
  • Change in Control Bonus Plans
  • Non-qualified Deferred Comp

  • Qualified/401(k) Plans

Ownership - How to Be Resilient
  • Buy-Sell Agreements
  • Entity/Ownership Structure
  • Profits Interest
  • Restricted Stock & Options
  • Sales to Insiders/ESOP
Stewardship - How to Harvest
  • Succession Planning
  • Retirement Planning
  • Estate/Charitable Strategies

  • Risk Management

  • Investment Planning

Our Latest Articles for Inspiration

2023 Year End Review

2023 Year End Review

2023 highlights fostering leadership, ownership and stewardship

Two stylized hands clasped in a handshake

Sizing the Deal Bonus for Key Talent

The Art of Balancing Fairness & Affordability in Sharing the Transaction Liquidity

Equity Rules icon showing an inflection point 'S' curve

Equity Rules

Shaping powerful equity models via Sell·Pay·Convey®

Visit Our Articles of Inspiration to View More Solutions

Bold Value Video Library Archive

Strategic Incentives

High Performance Succession

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*Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.

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