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!
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 producer@thefamilybizshow.com 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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CRN-5592432-032723
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.