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2018 Year-end Summary to clients, partners and friends

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

  • Nonqualified 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

We Are Proud to Share Two of our High-Impact Assignments for 2018

M&A Growth Platform

A founder of a $200M IT services firm sought a talent- magnet incentive program to facilitate aggressive growth on the pathway to a high-value exit.

  • We presented a dynamic value-sharing scenario model building confidence in the business expansion and overall growth plan.
  • We crafted leading and lagging metrics to incentivize enduring performance along with an upside sharing platform of accretive grants, vesting & payout provisions.
  • The flexible incentive structure enabled a strong balance of organic and M&A growth across legacy and new executives over a five-year period.

RESULT | Grew 5X followed by a near billion dollar exit

Holistic Succession Roadmap

Founders of a $100M GovCon sought a stand-alone incentive design. With our help, they realized the need to lay a comprehensive succession pathway to prioritize long term capital priorities.

  • Via strategic exploration, we guided the founders to zoom in on their preferred ultimate succession goal: a high value change in control.
  • We crafted a proprietary Value Band model leveraging over two dozen customized features in alignment with the well-orchestrated succession plan.
  • We also designed a business continuity trust to integrate owner estate planning, leadership succession strategy and company viability in event of founder incapacity.

RESULT | Succession roadmap leading to revitalized team focus on growth

Harmonizing the Capital of Business and Life® Bring Us Your Questions.

The BOLD Value Service Line is Dedicated to the Specific Needs of Middle Market Business Owners. Mark Bronfman* and his BOLD Value team members are registered Representative of Lincoln Financial Advisors Corp. Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. The BOLD Value trademark is personally owned by Mark Bronfman. This article is intended for privately held companies and is not intended to address taxation or policy related to publicly held companies. Bold Value is a marketing name for registered representatives of Lincoln Financial Advisors Corp.

* Licensed, not practicing.

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