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Why Most Phantom Equity Plans Miss the Mark (and How to Get It Right)

June 11, 2025

We design phantom equity strategies that mimic true ownership and connect to the real drivers…

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WP90X Recap — Phantom Stock Plans: Designing Effective Incentive Strategies for Private Companies

May 30, 2025

Our latest WP90X session featured WealthPoint’s own Ryan Barradas and Michael Kenneth along with David…

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The Care and Feeding of Employees During a Transition

June 27, 2023

Employee engagement and communications are core cultural assets By Tim Young & Michael Kenneth Transitions…

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What’s Your Business Worth?

April 26, 2023

Really? Will it be enough to meet your needs post-exit? How do you know? By…

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Business Advisors Actually Do What They Propose

March 28, 2023

A look at the difference between business advisors and management consultants By Tim Young &…

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Epiphany! You’re Managing an Asset, Not Running a Business

February 22, 2023

 By Tim Young and Michael Kenneth We’ve all had those moments—those epiphanies—when seemingly out of…

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Strategic Planning as a Concept & Practice

January 10, 2023

What does Strategic Planning really mean? By Frank Caputo Strategic Planning as a concept and…

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What’s Culture Got To Do With It?

August 4, 2022

By Joe Liggett Nap Pods & Ping Pong Consider this: corporate culture is the only…

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Video – IV Financial Modeling Overview

April 15, 2022

Description: In this brief webinar, Michael Kenneth provides an overview of WealthPoint's proprietary financial modeling…

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Article – Plan for Decisions…Don’t Just Decide to Plan

October 1, 2021

Description: In this article, Ryan Barradas discusses the differences between a planning process and a…

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Article – Averting Planning Disasters

September 27, 2021

Presented by: Ryan Barradas Description: In this article, Ryan Barradas discusses why most succession plans…

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Article – How To Get Started

September 27, 2021

Presented by: Ryan Barradas Description: In this article, Ryan Barradas discusses how an entrepreneur can…

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