EXECUTIVE COMPENSATION: THE ASPECT OF BUSINESS THAT YOU CANNOT AFFORD TO MISS
Entrepreneurial leaders are often perplexed by the challenge in structuring compensation programs for their leaders and executives that are market competitive, bring success in an increasingly challenging hiring process, and effectively translate into actual business results that justify strong compensation packages. While this is a recurring practice of public companies due to SEC oversight of their executive compensation practices, it is a less common focus in privately held businesses.
In this presentation, we will provide an overview of the different components of compensation, including base pay, annual incentive, and an understanding of various long-term incentive plan strategies (such as performance stock units, restricted stock units, synthetic equity plans, stock options, cash payments, etc.) and a roadmap on how to make the right choice when it comes to the executive compensation plan for a business.
Real life case studies on the various strategies will be presented as well.
Learning Objectives:
- Understand the various components of compensation (base pay, short and long-term incentives, real and/or synthetic equity, etc.)
- Identify different strategies pertaining to long-term incentive plans (PSUs, RSUs, stock options)
- Learn the differences between public company and private company compensation structures.
- Define best practices when it comes to executive compensation and how to decide which strategy is right for a business.
- Understand the ways in which you can address this matter within your own organization.
About the Presenter:
Hear from industry expert, Joe Liggett, Wealthpoint.
Event Location
Event Details
Who Should Attend?
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Members of Family Business Boards
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Other Business Professionals
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Business Consultants
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Professional Advisors
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Business Owners
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.