LEVERAGE OUR DYNAMIC CAPITAL PLANNING METHODOLOGY TO USHER IN A WORLD OF POSSIBILITIES
LEVERAGE OUR DYNAMIC CAPITAL PLANNING METHODOLOGY TO USHER IN A WORLD OF POSSIBILITIES
Current Articles for Inspiration
*Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.
Thought Leadership
Stairway to Value
A "Best Fit" Incentive for Owners Seeking a High-Value Change in Control
Equity Rules
Shaping powerful equity models via Sell·Pay·Convey®
Topical Summaries
Sizing the Deal Bonus for Key Talent
The Art of Balancing Fairness & Affordability in Sharing the Transaction Liquidity
Top 40 High Performance Awards for Strategic Advantage
See results of our recently completed study of 100 executive incentive programs that drive strategic advantage
Year End Reviews
2024 Year End Review
2024 highlights fostering leadership, ownership and stewardship
2023 Year End Review
2023 highlights fostering leadership, ownership and stewardship
2022 Year End Review
2022 highlights fostering leadership, ownership and stewardship
Articles for Inspiration Archive
Articles for Inspiration from the BOLD Value Library Archive
Thought Leadership
Strategic Cash Incentives
Cash performance awards for the digital economy
The Profits Interest
The Frank Lloyd Wright Approach to Ownership and Incentives
Synthetic Equity
Powerful incentive plans aligning key talent, company performance and owner succession in privately-held companies
Keep More of What You Make
Sheltering Solutions that build business value and personal wealth
Capital Idea
Crafting a plan to integrate personal and family business capital broadens an entrepreneur’s control and flexibility
The Art of Resilient Capital Planning
The art of bridging executive compensation, estate planning and philanthropy in an uncertain world
Topical Summaries
Navigating the Journey from Leadership to Liquidity
Strategic alignment leading towards successful succession
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
Year End Reviews
2021 Year End Review
2021 highlights fostering leadership, ownership and stewardship
2020 Year End Review
2020 highlights fostering leadership, ownership and stewardship
2019 Year End Review
2019 highlights fostering leadership, ownership and stewardship
2018 Year End Review
2018 highlights fostering leadership, ownership and stewardship
CRN-6293041-012524