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Executive Benefit Planning for Privately Held Companies: Case Studies
Executive Benefit Solutions 
Feb. 6, 2023 "Studies indicate that more than 20% of the workforce owns stock in its employer through stock options, restricted stock plans, ESOPs, stock purchase plans, or in a 401(k) plan. However, for many privately-held companies these plans may not be practical because of the current ownership structure, governance issues, or the cost of regulatory requirements. Some form of phantom equity arrangement may be more effective in meeting the shareholders objectives[.]" |
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