Everything Equity
Join SRG’s webinar, Everything Equity, presented by Nicole Frey, CFP®, where you’ll learn everything you need to know about equity sharing. In this information-packed webinar, you can expect to learn: Key components of equity sharing Identifying the best plan for you and your company Differences between phantom equity to real equity Who should participate in equity sharing plans Tax considerations and implications Expert insights into rewarding key employees Retaining top talent Developing the next-generation ownership plan Don’t miss out on this opportunity to learn from an expert in the field. Fill out the form to watch the webinar on demand! Watch Recording Resources [SRG Off Script]Succession & Equity Sharing Q&A → [Blog Post]How Does Equity Compensation Work? [Blog Post]What is Phantom Equity and How is it Used? → [SRG Services] Valuation →Entity Support →Employment Resources → Learn more about SRG’s Equity Sharing Service. Schedule your free consultation below! Presenters Nicole Frey, CFP® Project Manager
SRG Off Script: Succession & Equity Sharing Q&A
https://youtu.be/L87GvTcmIeg In the latest monthly webinar series titled SRG Off Script, David Grau Jr. answers your questions surrounding succession planning best practices, equity-sharing strategies, and other ways to attract and retain top talent. Submit your question(s) at registration or live during the webinar! SRG Off Script is a monthly webinar series hosted by SRG President David Grau Jr. David along with other industry experts provide insight and address questions related to all stages of managing a financial practice. Have a request for future SRG Off Script session topics? Let us know at registration or email marketing@successionresourcegroup.com Learn more about SRG’s services: Succession Planning & Equity Sharing. Schedule your free consultation today! Presenters David Grau Jr., MBA President/Founder
What is Phantom Equity and How is it Used?
As an incentive to motivate hard-working key employees, private employers can issue phantom stock, also known as “shadow stock,” as equity compensation. While the value of these phantom shares will rise and fall in line with the company’s stock, the employee will not gain any actual ownership over the company or minority shareholder rights.
How Does Equity Compensation Work?
Companies offer a wide range of employee compensation methods. Generous salaries, healthcare plans, and PTO are among the most common, but many companies also offer compensation that doubles as an incentive for high performance and long-term commitment. Equity compensation is just one example — but it takes a lot of different forms that are worth exploring.
Intro to Equity Sharing – Best Practice for All Company Sizes
As a business professional, I have no doubt you have met a colleague or two that has told you all about the horrors of having business partners. I too have heard these stories, and they are vivid reminders about the weight these types of decisions should command. With that as my disclaimer, I want to share with you some of the benefits of having junior partners and go beyond the obvious potential benefits like collaboration, sharing work, infusion of capital, or synergies.
Advisor to CEO: Best Practices for Your Growing Enterprise
https://youtu.be/-rL2IYZ0PKE The transition from advisor to how to be a CEO Your first job as a new advisor was to understand the industry and products, then get clients. Here you are, years later – you have great clients, you’re growing, and you’ve hired a good team. Whether by design or by default, you now find yourself in the role of both advisor AND CEO. This webinar will walk you through some tips on how to make that transition and prepare you on how to be a CEO. Now that you’ve gone from advisor to business owner, there are new best practices to consider to ensure you continue to be successful. Join us as we talk about the most interesting and compelling topics for successful business-owner advisors: Equity sharing strategies for your key people How to set up and properly leverage an entity and organizational structure How your organizational structure impacts value, employment agreements and restrictive covenants The right way to compensate your team Employment Resources Join David Grau Jr. from Succession Resource Group as he shares mission-critical considerations that will either drive or detract from the value of your enterprise. About David Grau, Jr., MBA:David Grau Jr. is the founder and CEO of Succession Resource Group. He is currently one of the leading speakers in the financial services industry on mergers and acquisitions of independently owned financial services firms, as well as valuation strategies and practice continuity issues, with over 200 presentations to his credit. In the past five years, he has spoken at variety of the industry’s leading firms, including LPL Financial Services, Wells Fargo, Ameriprise Financial, MetLife, ING, AIG, Fidelity, Jackson National, Prudential, FSI and at many FPA chapters around the country. As an expert on advisor valuation, acquisition and succession planning, David has assisted hundreds of advisors and other professionals buy, merge, sell, and craft their transition plan for the sale of their business over the last decade.
Leveraging Your Growth: Equity Compensation Strategies for Advisors
Most financial advisors are aware that a succession plan is important to their business and clients. Based on the last study done by InvestmentNews in 2012, 94% of respondents acknowledged the need for a plan, yet only 7% of those respondents actually had a plan.