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What’s the Book on Phantom Stock Plans?

CFO Bookshelf

Mar. 15, 2022
On-Demand
Webinar

Phantom stock arrangements when executed creatively can be one of the best bonus plans for mid-level and senior leadership team members.

Podcast Highlights

Why the lack of good content about phantom stock plan examples?
Are phantom stock plans generally overlooked by CEOs and founders?
How easy are they to set up?
A complicated (not complex) cash bonus
Formal or informal?
What is the starting point for creating?
Short term? Long term? In between?
When to pay out?
Funding phantom stock plans?
When do tax benefits occur? This was not the answer the host was looking for.
The dangers of certain uses of percentages.
Phantom stock vs. actual securities.
The best plans have been the boring ones.

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