How to Choose the Right Long-Term Incentive Plan


How to Choose the Right Long-Term Incentive Plan

If you plan to grow your company, you will need a pay plan that rewards long-term performance. You just will! Employees want to know they can participate in the business value they help create.

The hard part is determining which value-sharing approach is most suitable. Should you share stock? If so, should you give away present value or just future value? If you do not want to share equity, do you still want to tie the incentive to business growth in some way? There are lots of questions to be answered before you can determine which LTIP strategy is best.

In this webinar, we will teach you the questions you should be asking and what your answers reveal. In short, we will help you decide how to pick the best LTIP option for your company.

Learning Objectives:

  • Why it’s essential that you have a long-term incentive plan.
  • The nine different types of long-term value-sharing plans.
  • How an LTIP decision tree works and why it’s an effective way to decide which plan is best.
  • When it’s appropriate to share stock in a private company.
  • Why phantom equity is usually better for both shareholders and employees than giving away real stock.
  • How strategic deferred compensation can help meet both retirement planning and LTIP goals.
  • Why some companies favor a profit pool over other LTIP options.


About the EPI Deep Dive Webinar Series:

The Deep Dive Webinar Series provides attendees premier continuing professional education on exit planning and value acceleration topics. This intermediate to advanced program level series occurs once a month and each session expands on critical content that is relevant to the active practitioner presented by experts from specialties within the exit planning ecosystem. Register today and enhance your exit planning knowledge every month with EPI!


The EPI Deep Dive webinar series was designed to provide EPI members easy access to quality continuing education on hot topics of high interest. Providing you an opportunity to revisit modules from the program and dive deeper than you were able to go during your original training.

For many years Tom has developed strategic solutions for over 400 companies and financial institutions and frequently speaks as a subject matter expert at industry conferences. His experience includes executive, board level strategy, exit planning, enterprise value growth planning, and designing tax-favored solutions for top earners. He regularly co-partners with major law and accounting firms, private bankers, advance insurance planners, wealth advisors, retirement plan consultants, credentialed valuation experts, M&A advisors, private equity firms and ESOP trustees.

He holds a BA degree in Economics from Millsaps College and a Masters of Science degree in Financial Services (MSFS) from the American College in Bryn Mawr, Pennsylvania. He also is a Chartered Life Underwriter (CLU) and a Certified Exit Planning Advisor  (CEPA) along with being a Certified Value Builder Advisor (CVBA)

He also serves as the president of the South Texas Chapter of the Exit Planning Institute ( and Chairman of the Chief Executive Boards International/South Texas (CEBI)

Connect with the Presenter: EXodusComplink  |  Email: |
Phone: (210) 872-1055  |  LinkedIn: Connect with Tom

Continuing Education

CEPAs receive 1 CE credit

CPAs receive 0 CPE credit

*Attendees must meet polling participation requirements in order to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: