Key Person

The CEO’s Guide to Building Long-Term Loyalty Without Equity Dilution

[vc_row full_width=”stretch_row_content” content_placement=”top” css=”.vc_custom_1771886735245{background-color: #FFFFFF !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column width=”1/2″][vc_single_image image=”1402″ img_size=”600 x 600″ alignment=”center” style=”vc_box_border” border_color=”orange” css=”.vc_custom_1776799838220{padding-left: 22px !important;}”][/vc_column][vc_column width=”1/2″ css=”.vc_custom_1776800757073{padding-right: 100px !important;}”][vc_column_text css=””] The CEO’s Guide to Building Long-Term Loyalty Without Equity Dilution For the owner of a closely held or family-owned business, equity is the physical manifestation of years … Read more

Split-Dollar in Practice: Modern Uses for Retention, Succession, & Wealth Transfer

[vc_row full_width=”stretch_row_content” content_placement=”top” css=”.vc_custom_1771886735245{background-color: #FFFFFF !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column width=”1/2″][vc_single_image image=”1386″ img_size=”600 x 600″ alignment=”center” style=”vc_box_border” border_color=”orange” css=”.vc_custom_1774021824124{padding-left: 22px !important;}”][/vc_column][vc_column width=”1/2″ css=”.vc_custom_1771886650596{padding-right: 50px !important;}”][vc_column_text css=””] Split-Dollar in Practice: Modern Uses for Retention, Succession, and Wealth Transfer When we sit down with the owners of mid-market firms, the conversation often begins with a … Read more

Key Person Risk: The Hidden Liability on Your Balance Sheet

[vc_row full_width=”stretch_row_content” content_placement=”top” css=”.vc_custom_1771886735245{background-color: #FFFFFF !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column width=”1/2″][vc_single_image image=”1375″ img_size=”600 x 600″ alignment=”center” style=”vc_box_border” border_color=”sky” css=”.vc_custom_1771885825427{padding-left: 22px !important;}”][/vc_column][vc_column width=”1/2″ css=”.vc_custom_1771886650596{padding-right: 50px !important;}”][vc_column_text css=””] Key Person Risk: The Hidden Liability on Your Balance Sheet Introduction When we look at the balance sheet of a successful mid-market company, we see the usual … Read more

Why Mid-Market Companies Lose Top Talent

[vc_row full_width=”stretch_row” equal_height=”yes” content_placement=”top” css=”.vc_custom_1765995831069{background-color: #FFFFFF !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_column width=”1/2″][vc_single_image image=”1322″ img_size=”full” alignment=”center” style=”vc_box_border” border_color=”orange” css=”.vc_custom_1765993431718{padding-left: 22px !important;}”][/vc_column][vc_column width=”1/2″][vc_column_text css=””] Why Mid-Market Companies Lose Top Talent—and How Executive Benefit Design Fixes It When a company reaches 50–500 employees, retention challenges shift from culture and compensation to something more structural: your key … Read more