Apr 14, 2023
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!
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.
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 firstname.lastname@example.org or visit us at The Family Biz Show | Family Business Podcast With Michael Palumbos (familywealthandlegacy.com) to fill out our web form!
Michael Palumbos is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Family Wealth & Legacy, LLC is not an affiliate of Lincoln Financial Advisors Corp. Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.
Mark Bronfman is a registered representative of Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Bold Value is a marketing name for registered representatives of Lincoln Financial Advisors Corp.