Equity Explained

Why Equity Decisions are High-Stakes
Equity can be an effective tool for retention, leadership development, and succession planning—but the wrong structure can create ownership complications that are difficult to unwind.

Join Julia Sexton and Nicole Frey for a strategic discussion on how advisory firms can approach equity decisions more intentionally and design ownership structures that support the long-term health of the firm.

What You Will Learn:

• Phantom vs. True Equity: Which model fits your specific goals?

• The Retention Trap: How to reward performance without creating future "lock-in" or ownership friction.

• Valuation & Taxes: Navigating the technical hurdles of grants, purchases, and swaps.

• Or long-term independence — by choice, not default

Valuation & Taxes: Navigating the technical hurdles of grants, purchases, and swaps.

• Should a key employee receive real equity or phantom equity?
• How do you reward contribution without creating ownership headaches?
• When does equity support internal succession—and when does it complicate it?

If you can’t join us live, no problem—register and we’ll send you the recording after the session.

Register Today!