EXECUTIVE COMPENSATION: THE ASPECT OF BUSINESS YOU CANNOT AFFORD TO MISS
This presentation will provide an overview or the different aspects of compensation, an understanding of various long-term incentive plan strategies (such as performance stock units, restricted stock units, synthetic equity plans, stock options, etc.) and a roadmap on how to make the right choice when it comes to compensation plan(s) for your business and/or your client’s business(es).
Learning Objectives:
- Understanding 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, why they are less common, but equally as important, within privately held vs. public companies, and addressing the concerns of business owners when considering equity compensation
- Define best practices when it comes to executive compensation and how to decide which strategy is right for your business and/or your client’s business(es)
- How to utilize compensation as a hiring, performance, and retention tool
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Event Location
Event Details
Who Should Attend?
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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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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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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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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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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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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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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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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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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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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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.
ABOUT THE PRESENTER
Joe’s experience has been gained throughout his career as a turn-around expert for multiple large operating companies within multiple industries (including helicopter manufacturing, branding, retail, publishing, real-estate, parking, and more). This has shaped his approach in guiding business owners in nearly every aspect of their business(es). Prior to his role as an Executive Compensation consultant within WealthPoint’s Business Advisory Services group, Joe’s work focused solely on large privately held businesses, the majority of which have been family owned and operated.
Currently, Joe runs the Executive Compensation practice at WealthPoint, which provides critical guidance to both privately held businesses and boards of publicly traded companies.
The majority of Joe’s free time is spent at his home in Boulder, Colorado with his wife, Marie, and his two young boys, Brixton and Maddix. His passions include tennis, snowboarding, classic cars, and mentoring young professionals as they navigate the challenges within their career.