Public Companies
As a public company, equity is one of your most powerful tools for attracting and retaining talent. A well-designed plan doesn’t just reward employees—it drives growth, reduces attrition, and maximizes long-term value.
Our expert strategies help you:
- Maximize program value while minimizing risk
- Extend equity to a broader range of employees
- Increase engagement with targeted communication and education
- Motivate and retain top talent through meaningful ownership
- Adapt to the unique needs of your workforce and organization
With the right approach, equity becomes more than compensation—it’s a strategic advantage.
Private Companies
Private companies—whether venture-backed, private equity-owned, or family- and founder-led—face unique challenges in structuring and managing equity compensation. A well-designed program attracts top talent, aligns stakeholders, and ensures long-term growth.
From early funding rounds to liquidity events or IPO preparation, our team provides expertise to structure equity programs that evolve with your business.
We help companies:
- Develop equity strategies that align with ownership structure and long-term objectives
- Implement structured liquidity programs that balance employee participation with investor goals
- Manage valuation, compliance, and financial reporting, from profits interests to waterfall analyses
A thoughtful equity strategy ensures alignment, retention, and sustainable growth at every stage.
Venture-Backed Companies
For venture-backed companies, equity isn’t just an incentive—it’s a core driver of growth, funding, and retention. As the company scales, having a strategic approach to equity ensures that compensation aligns with business objectives and investor expectations.
From early funding rounds to exit planning, we provide the expertise to structure equity programs that evolve with company growth.
We help venture-backed companies:
- Structure equity compensation to attract and retain top talent in competitive markets
- Develop liquidity strategies that give employees confidence in their equity’s future value
- Navigate valuation, compliance, and financial reporting, including 409A valuations and secondary transactions
An effective equity strategy supports talent acquisition, investor confidence, and long-term scalability.
Private Equity-Backed Companies
Private equity-backed companies must balance performance incentives with investor returns. A well-structured equity program keeps leadership and employees engaged, growth-focused, and aligned with exit strategies.
Whether executing a buyout, recapitalization, or exit, we optimize equity programs at every stage.
We help private equity-owned companies:
- Design incentive plans that align executives and employees with investor goals
- Implement liquidity strategies that support retention while meeting private equity fund objectives
- Manage valuation, compliance, and financial reporting, including carried interest and waterfall analyses
A disciplined equity strategy drives performance, retention, and long-term value creation.
When your employees act like owners, their potential is infinite.
Family-Owned / Founder-Led Companies
For family-owned, founder-led, and startup companies, equity is more than a financial tool—it reflects values, vision, and legacy. A well-structured equity plan aligns ownership, leadership, and employees while maintaining control and flexibility.
Whether preparing for leadership transitions, future liquidity, or employee equity programs, we craft strategies that support both business and personal goals.
We help family-owned, founder-led, and startup companies:
- Design equity programs that attract and retain talent while preserving ownership
- Implement liquidity solutions that balance cash flow with employee participation
- Navigate valuation, compliance, and governance challenges, including profits interests and succession planning
A strategic equity approach ensures business continuity, strengthens retention, and safeguards long-term vision.