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

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

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

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

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What’s Your Business Worth?

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

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

 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

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?

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

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Video – IV Financial Modeling Overview

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

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

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Article – Averting Planning Disasters

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

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Article – How To Get Started

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

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