Long Term Incentive Plan Design

Industry: Acute Healthcare - Private

Project Summary: Created a phantom equity plan for a fast growing founder-owned business to attract, motivate and retain key management talent. Worked with the board of directors and CEO to gain an understanding of the company's strategic plan and growth projections. Created a detailed financial model to illustrate potential plan payouts, revenue and EBITDA growth, and shareholder value creation. Aligned payout targets with market best practices and competitive pay levels. Integrated a non-qualified deferred compensation plan to provide executives with a flexible tax planning vehicle. Assisted with plan implementation and created plan administration documents.