Equity to Preserve Legacy and Accelerate Growth

Equity compensation should reflect your values, history, and vision. We help founder-led and family businesses design, protect, and scale their equity with control and clarity.

Equity Is More Than Compensation—It’s a Legacy

Family-owned, founder-led, and start-up companies face unique equity challenges: succession planning, balancing control vs. incentive, retaining key employees while preserving ownership. Whether you’re implementing equity for the first time, restructuring existing plans, or planning for transition, our tiered solutions provide tailored support.

Your Equity Pathway

Equity Plan Design for Private Companies
Retention & Growth Planning
Succession & Transition Planning

Why This Approach Works

From growing startups to multigenerational firms, equity must evolve with your business. Our roadmaps help you:

  • Protect founder control while incentivizing performers
  • Maintain clarity and fairness, even under transition
  • Prepare for succession or liquidity events without surprises

Design Equity to Build, Protect, and Transition

Related Resources

Continue your journey: three practical reads to turn founder intent into an enduring equity strategy.

Equity Benchmarking

Equity Benchmarking – Why It Matters, and What Position is Best for You

Let’s take a closer look at why benchmarking matters, some of the most common benchmarking positions, and how to think about benchmarking for your own organization.

How Often Should Private Companies Review Their Equity Plans

How Often Should Private Companies Review Their Equity Compensation Plans?

Answering a common question for private companies: “How often should we review our equity compensation plans?”

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Employee Equity Pools: What are They & Why Do They Matter?

We’ll take a look at why the equity pool matters and why it needs to grow, but first let’s make sure we’re clear on what exactly the employee equity pool is.