What Are Profit Interests ? | The Family Biz Show

Описание: Welcome to another clip from our Family Business Podcast episode - What Are Profit Interests ?

Listen to the whole episode here: https://www.familywealthandlegacy.com...

Ep 78. Strategic Compensation Planning for Family Business Executives

Join us as we talk to Mark Bronfman* from Bold Value about his journey into how he ended up helping family businesses, the specifics of strategic compensation planning why that all matters to family businesses who continue to struggle with attracting and retaining top talent!

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OUR GUEST

Mark Bronfman*

I proudly serve as a private wealth advisor affiliated with Sagemark Consulting/Lincoln Financial Advisors in Vienna, VA and I founded the BOLD Value team in 2005.

Our BOLD Value practice (www.boldvalue.com) focuses on executive compensation, equity strategies, and exit & legacy planning primarily for business owners and boards for middle market companies in the range of $25M to $2B in revenue.

Our clients are keenly interested in the vital outcomes of growth, leadership succession and capital succession. Our team is known to be especially deep and strategic in techniques such as synthetic equity, equity transfer, profits interests, retirement planning, corporate benefits, estate planning and investment planning.

Prior to joining Sagemark in 2002, I specialized in strategy and growth consulting with Accenture and Deloitte Consulting where my primary focus has been on strategic advantage and rigorous scenario planning for Fortune 100 companies.

If you are interested in Strategic Incentives across Leadership, Ownership & Stewardship, please visit our blog and read articles on business owner financial planning available at www.BoldValue.com.

*Licensed not practicing.
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If you’re a family business or a family business consultant and want to be on the show, share your story and help other family businesses, send us an email to [email protected] or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!
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Securities and investment advisory services offered through Osaic Wealth member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

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