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Ownership Advisors > Smart strategies for employee-owned companies > Supplemental Non-Qualified Benefit Plans

Supplemental Non-Qualified Benefit Plans


Ownership Advisors is experienced in practical approaches that fit the unique needs of employee- owned companies. Since family members in a leveraged ESOP generally cannot receive allocations, special "equity-like" strategies are often necessary to create balance and harmony. Mature employee-owned companies face the ongoing need to attract, retain and motivate top executives, and often look to non-qualified performance based incentive plans.

Our strategic approach integrates family wealth, repurchase liability and non-qualified planning into a seamless and complementary plan.

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