A practical guide to rewarding performance, inspiring loyalty, and keeping full control.
presented by Thomas J. Jordan, MSFS, CEPA, CVBA on Tuesday, May 27th, 2025 10:00 AM CST
⮚ Performance Bonuses
⮚ Deferred Compensation Plans
⮚ Phantom Stock or SARs
⮚ Retention or Stay Bonuses
⮚ Profit Sharing Plans
⮚ Tailored Non-Financial Perks
See you at the Webinar!
REGISTER NOW!
Tom Jordan, MSFS, CEPA, CVBA
Webinar Host:
I am an Exit Readiness Integrator and the Creator of The Exit Readiness Trilogy✍️ I solve the #1 problem that business owners face: How to slow down, work less, continue to build transferable value and thoughtfully develop the ideal exit strategy in their timeframe and with full control. With over 25 years of frontline experience working with business owners I bring a unique perspective to the exit planning journey for the serious business owner.
For years, business leaders have struggled to find a formula for paying bonuses and other long term incentives in a way that actually “works.” Most of their efforts end in frustration thinking their only option is to share company stock. Here’s the evidence:
“Only 10% of responders indicated they felt their annual incentive plan was effective, while another 25% thought theirs was moderately effective. Thus, 65% were dissatisfied with the results of their plan. And these responders were, generally, representatives of larger, successful companies. If large companies can’t get it right (i.e., those with access to high-paid consultants and experienced executive leadership), what chance do smaller companies have?” (World at Work 2024 Survey)
So…..Why do most employers make incentive plans so difficult? We are sorry to say that most plans we examine are overly complex, tied to goals that are either too easy (thus creating an entitlement) or unachievable (leading to disillusionment), and uninspiring (due to a lack of alignment). But if you follow the principles and steps we cover in this webinar you will be surprised to discover that an effective plan—even a performance-driving plan is within your reach. Treat your key employees like true financial partners. Share meaningful value. Communicate a compelling future. And watch your business grow without the complexities of sharing actual stock.
| June 2025: | Valuations: The 5 Myths of Business Valuations This webinar will debunk common misconceptions about business valuations, clarifying key principles and providing insights to help business owners better understand and navigate the valuation process. |
| July 2025: | Business Exit Options Analysis The pros and cons of the 8 most popular ways business owners exit or transition out of their business. |
