Thinking about granting equity to your key people? Read this first.

Before you roll out an equity plan, make sure you’re protecting your business and setting your team up for success. Succession Resource Group’s Equity Grant Plan – 5 Must-Have Items breaks down the essential elements every firm owner must include to avoid legal, tax, and operational headaches later.

If you’re an advisor, business owner, or firm leader considering ownership sharing to drive growth, retention, or succession, this guide is for you. In just a few minutes, you’ll walk away knowing how to build a clear, flexible, and effective equity program that supports your long-term goals—not jeopardizes them.

Download it today and future-proof your strategy.