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Your best people help build your business. How are you helping keep them?
Selective executive benefit strategies can help you reward and retain key employees — without giving away ownership.
The Challenge
How do you reward the people your business cannot afford to lose?
Every business has people who are critical to its success — key managers, rainmakers, technical experts, or senior leaders whose departure would create significant disruption. Retaining these individuals requires more than a competitive salary.
Ownership isn't always the answer. Selective executive benefit strategies can provide meaningful, tax-advantaged compensation to key employees — without diluting your equity or creating the complications of shared ownership.
Why It Matters
The cost of losing key people
- Key employee departures can disrupt operations, client relationships, and business value
- Recruiting and training replacements is expensive and time-consuming
- Competitors actively recruit your best people
- Without a retention strategy, you may be vulnerable at the worst possible time
- Executive benefits can be a powerful differentiator in a competitive talent market
Strategies to Consider
Executive benefit strategies to consider
Executive benefit strategies involve complex tax, legal, and regulatory considerations. All strategies should be reviewed with qualified tax and legal professionals.
How Strategy360 Helps
A coordinated approach to executive benefits.
- Help identify the key people your business most needs to retain
- Evaluate benefit strategies appropriate to your situation and objectives
- Coordinate executive benefit design with overall tax and compensation strategy
- Work alongside your legal and tax professionals on plan design and documentation
- Review strategies as the business, key employees, and regulations evolve
Questions to Ask
- 1.Who are the two or three people your business cannot afford to lose?
- 2.Do you have a formal strategy to reward and retain those individuals?
- 3.Are your key employees being recruited by competitors?
- 4.Have you considered benefit strategies that don't require giving away ownership?
- 5.Is your executive benefit strategy coordinated with your overall tax and compensation planning?
Ready to explore your options?
Schedule a strategy session and let's discuss what may be most relevant to your situation.
Explore Executive Benefit Strategies