In this presentation:

- Determine Appropriate “Starting Point”

- Universe of Incentive Plans

- Equity Linked vs. Equity Ownership Plans

- Win New Business In An LPTA Environment

- Conclusion

- Executive Case Study

- Case Study Conclusions

- Excerpt from Case Study Conclusions:

- Key employees fear of not having enough money in retirement are reality without any additional plan

- Stock plan only works if company sells or company can afford to buy stock back

– Stock plan will cost $1.5M to the owner whether they buy it out or company is sold to a third party