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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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