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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…
Read More →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…
Read More →Exit Planning Is Too Important to Be a New Year’s Resolution
Make it a Strategic Priority; Use an Experienced Exit Planner to Get It Done By…
Read More →Want to Get Out Someday? Get All In Today
Plan for your exit as if your business is for sale now By Michael Kenneth…
Read More →Remove the Blinders: The Value of Collaboration Amongst Trusted Advisors in Succession Planning
By Joe Liggett If you have seen a horse wearing blinders, you may be wondering…
Read More →There is More to an Exit Strategy than Spaghetti Carbonara
There are a host of business exit strategies and options; asking key stakeholders the right…
Read More →All Roads Don’t Lead to a Third-Party Sale
By Michael Kenneth When most business-owners think about exiting their business, there is typically only…
Read More →Bell Had Watson: Business Succession Isn’t All About You
Succession planning begins with understanding the goals and needs of all stakeholders By Frank Caputo…
Read More →Stakeholders in Succession Planning – What Is In It For Them?
By Jeff Mayhall What is a company stakeholder? By most definitions, a stakeholder is essentially…
Read More →Estate Plans and Succession Plans … Same Thing, Right? Not on Your Life!
Estates with an operating business require succession planning to achieve full clarity By Tim Young…
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Exiting Your Business:
It’s a Mindset, Not a Transaction / Part II
This is the second in a series of two related articles about exiting your business…
Read More →Opening the Exit Door
The Biggest Choice You Never Planned on Making By Joe Liggett The Meat of the…
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