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Value Creation Blog

Learn About Phantom Stock And A Stay Bonus

stay_bonusThere are three things that can happen in your business that you want to make sure your key people stick around for. They are:

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Topics: retirement planning, financial planning, stay bonus, scenario planning


Curious About Phantom Stock - Learn More Here

phantom stock3 edit resized 600If your company employs more than 75 people you likely have thought about compensation design for the key people in your company.  For most compensation has four components:

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Topics: Key Employee Retention, for business owners, stay bonus


How to Fund Your Stay Bonus

Stay Bonus Transition PlanningA stay bonus is extra compensation you pay a key employee if one of three triggering events happens.  Whether you transfer ownership of the business, die, or become disabled a stay bonus can be key in helping your business retain its value.

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Topics: for business owners, exit planning, business exit planning, stay bonus


Selling Your Company? Make Sure You Have A Stay Bonus

Stay Bonus resized 600My friend Rob Slee calls selling a privately held business the bizarre bizarre.  I agree with him.  I’m amazed that any business ever sells.  Most of the time when a deal falls apart it’s because the owner has not prepared his business and or himself for the sales process. 

Owners need to realize what the needs of buyers are if they’re to have a successful sales transaction.  It’s easy to concentrate on what we want, but a successful sale often revolves around buyers’ needs and not sellers’ needs.

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Topics: for business owners, exit planning, business exit planning, stay bonus, selling


Designing A Stay Bonus

Stay Bonus

Having a stay bonus in place, especially if the business owner is over 50 years old, is an important part of making sure key managers stay with the business if something happens to the business owner. 

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Topics: for business owners, exit planning, business exit planning, stay bonus


7 Things You Should Know If You’re Considering An ESOP

pie resized 600Almost every business owner I know has considered or is at least curious about ESOP’s (Employee Stock Ownership Plan).  Most people have heard there are some great advantages to having an ESOP.
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Topics: ESOP, for business owners, stay bonus


Why a Stay Bonus is so Important

handshake A stay bonus is a payment that key managers receive if a triggering event such as death or disability of the business owner or sale of the business happens.  The purpose is to make sure key people stay with the business during a crucial time.

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Topics: exit planning, business exit planning, stay bonus


4 Things A Stay Bonus Can Be Used For

Stay BonusOne of the keys to increasing the enterprise value of your business is instituting a stay bonus for the key people in your company.  As you age, your key people are going to start wondering what’s going to happen with the business.

What they are really asking is what’s going to happen to me if you decide to sell the business, become disabled and are not able to work, or die.

I believe one of the best protection strategies you can put in place for your business and your family is the stay bonus.  This bonus will pay a certain amount of cash to the key people in your company if one of the triggering events above happens.

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Topics: exit planning, enterprise value, business exit planning, stay bonus


5 Non-Economic Key Employee Retention Strategies

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Topics: stay bonus, people who care


5 Reasons A Stay Bonus Is Really Important In A Disaster Plan

Stay BonusI write a lot about the use of a stay bonus when you’re going to exit your business.  Keeping your key people is often the difference between a great buyout price and one that is so, so. 

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Topics: enterprise value, stay bonus, disaster plans


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