Creating Golden Handcuff Options for Key
Employees or for All Employees


Creating Golden Handcuff Options for Key Employees or for All Employees

Part of the value and attractiveness of your business is due to the productivity, leadership and effectiveness of your employees. Your key employees may be pivotal to your company’s ability to replicate and increase profitability for a buyer. To attract, retain and incentivize key employees to enhance and stay with your business, there are a number of specific benefits to reward them, recognize their value, and create conditions that compel them to stay with your business in order to reap those benefits.

To retain and reward all employees there are a number of group benefits that make your business a rewarding place to work and provide reasons to help make the business profitable.

A panel of advisors who deal with executive and group benefits will discuss specific ways to create programs that will help you attract and retain the employees who build and further the value of your business. There are benefits that offer them reasons to stay with your company before, during and after the transition to new ownership.

Learning Objectives

  • Identify types of employee benefits for key employees and employee groups.
  • Understand the tax advantages to the employer and to the employees.
  • Learn about benefits that can be used for select employees and those that must be provided to
  • Learn ways to use specific timelines for key employee retention over set periods of time.


About the Presenters:

Learn from industry experts Greg Taylor, EVP and Founding Member of Qualified Benefits, LLC, Trish Botoff, Owner of Botoff Consulting, LLC, and Kathleen Adams, CFP, Author of The Complete Estate Planning Guide.


Thank you to our Sponsors:

JCF Logo Colo

This meeting will be held at The Jewish Community Foundation.

Address:  6505 Wilshire Blvd., Los Angeles, CA 90048


The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting

About the Presenters

Greg Taylor

Greg Taylor

EVP and Founding Member of Qualified Benefits, LLC


Trish Botoff

Trish Botoff

Owner of Botoff Consulting, LLC


Kathleen Adams

Kathleen Adams

CFP, Author of The Complete Estate Planning Guide


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) MCLE credit


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at