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

2025 Year End Review

2025 Year End Review

2025 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

The Frank Lloyd Wright Approach to Ownership and Incentives

The Profits Interest

The Frank Lloyd Wright Approach to Ownership and Incentives

Bold Value Video Library Archive

Strategic Incentives

High Performance Succession

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