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

2022 Year End Review

2022 Year End Review

2022 highlights fostering leadership, ownership and stewardship

The Profits Interest waterfall icon

The Profits Interest

The Frank Lloyd Wright Approach to Ownership and Incentives

Strategic Cash Incentives

Strategic Cash Incentives

Cash performance awards for the digital economy

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Bold Value Video Library Archive

Strategic Incentives

High Performance Succession

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