Why a Business Owner Should be
Stingy with Sharing Equity


Why a Business Owner Should be Stingy with Sharing Equity

Most advisors to business owners seem to automatically recommend granting stock options, grants or SAR’s (stock appreciation rights)when they develop their retention, reward or specialized retirement plans for their key people. This interactive workshop will teach advisors that there are inherent dangers and planted time bombs with this strategy. Attendees will learn about the entire spectrum of strategies and tools available to effectively develop programs to accomplish the objective of enhancing reasons for key people to stay with a business. You will leave with a broader understanding of what these strategies are and how they are implemented and administered.  Also, you will leave knowing the 9 key strategies that require no dilution of company ownership and you will be equipped with a Blueprint of Design of a sample case study. Non CEPA’S are most welcomed.

Parking & Directions:

The Witte Museum is located at 3801 Broadway in Brackenridge Park, just north of downtown. Take the Adventure Walk from the parking garage to the H-E-B Lantern Entrance, located on Broadway St. Members of the Witte Museum staff are available for personal tours of the museum after the session.


About the Presenter:

Learn from industry expert, Thomas Jordan, CLU®, MSFS, CEPA, EPI South Texas Vice President, Executive Benefits and Business Planning Advisor.

Meet the Presenter

Thanks to our sponsors!

This meeting will be held at The Witte Museum – Memorial Room.

Venue Address: 3801 Broadway St, San Antonio, TX 78209


The EPI South Texas 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 www.EPISanAntonio.org

About the Presenter



Executive Benefits and Business Planning Advisor

Meet Tom Jordan.

Tom helps bankers, doctors, business owners, and CEOs make meaningful financial choices in their businesses and personal lives. Since 2002, he has worked confidentially with senior executives, directors, business owners, and physicians on matters of strategy and growth. He has worked with over 400 corporations and financial institutions and frequently speaks at industry conferences on these subjects.

Tom’s areas of specialty include Executive and Board Level Business Strategy, Business Exit Planning, Enterprise Value Growth Planning, Executive Compensation Planning, and designing tax-favored financial solutions for top earners in corporations and financial institutions. Tom regularly co-partners with major law and accounting firms, insurance agencies, compensation consulting firms, banks and credit unions, investment consultants, employee benefits specialists, credentialed valuation experts and merger and acquisition specialists to accomplish his clients’ objectives. He also serves as the President of the South Texas Chapter of the Exit Planning Institute (EPI), a diverse group of professionals that collaborate on exit planning, succession planning, and value growth for business owners. Additionally, he is the creator of the 5R Planning Matrix, a compensation-planning platform that oversees the Recruiting, Retaining, Restoring, Rewarding, and Retiring of Key Talent for an organization.

Mr. Jordan holds an undergraduate degree in Economics from Millsaps College and a Master of Science in Financial Services degree (MSFS) from the American College in Bryn Mawr, Pennsylvania. He is also a Chartered Life Underwriter (CLU®), a Certified Exit Planning Advisor (CEPA), and a Certified Value Builder Advisor (CVBA).

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CEPA Credit


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