What do you want your business to look like 5, 10, 15 years from now? Getting from here to there requires planning and commitment. Elevate the foundational pillars of your business and set yourself up for long-term sustainability and success.

Your three business pillars–organization, entity, and compensation–work together to support ongoing growth, profitability, and sustainability. As one structure is strengthened, it encourages and enables the enrichment of the others. In this way, building a strong business foundation is an integral and organic process. To successfully reinforce, or rebuild, these foundations you must start with an informed plan to know where and when to focus your efforts.

This webinar series provides an inside look at each of these foundations, as well as the holistic sustainability solution they create. Access each presentation on enterprise growth, equity, entity, and compensation below.

Aired June 30, 2021
Exploring Compensation Strategies
Eric Leeper, CFA, VP Research & Analysis / Partner
Kevin Goserud, Senior Compensation Analyst

Compensation systems in the industry are as varied as the businesses that use them. A proper balance of compensation tools helps to maximize profitability, reward your team, and attract talented professionals. In this presentation, we dive into some client case studies focused presentation to explore:

  • How to properly balance and leverage the compensation tools available to you.
  • How to adjust your compensation system without reducing anyone’s earned income.
  • Why how you pay your team is more important than how much you pay them.
Click here to access a recording of this session.

Aired April 28, 2021
Building a Business for Long-Term Value
David Grau Sr., J.D., President & Founder
Craig Strauser, SVP Client Experience

Succession and sustainability are inextricably linked, by creating one you find the other. Both are achieved by cultivating strong business foundations. In this session, you’ll learn:

  • Why structure vs. size has a greater impact on business value.
  • How sustainability helps you keep your promise to your clients.
  • How to determine where to focus your efforts to create long-term value and sustainability.

Click here to access a recording of this session.

Aired May 19, 2021
Creating Equity Pathways to Retain Top Talent
Christine Sjölin, SHRM-SCP, VP Strategic Development / Partner
Eric Leeper, CFA, VP Research & Analysis / Partner

This session explores the importance of building a diverse and complementary team to create business sustainability. Our experts, Christine and Eric, explore where to start the recruitment search, how to organize your team, and how to keep the talent you've attracted. You'll also discover:

  • How to strategically leverage business equity as your most powerful retention tool.
  • What to look for in your team members and how to harness individual strengths to build a strong team.
  • Why multigenerational ownership teams naturally cultivate greater business value and find sustainability.

Click here to access a recording of this session.


Aired June 9, 2021 
Structuring Your Entity for Enterprise Growth
Rod Boutin, J.D., General Counsel

Ericka Langone, J.D., Assistant General Counsel

In this presentation, our experts explore how proper entity structure of your business can impact the way it's run, how ownership is succeeded, and how the enterprise is taxed. Choosing the right entity for your business allows for efficiencies in capacity, expenses, and ultimately, growth. Watch the full session to discover:

  • How entity AND taxation elections work together to achieve your business goals.
  • How proper entity is critical for protecting yourself, the business, and your team.
  • How entity structure supports onboarding the next generation of advisory professionals.
  • How your structure can open up expanded growth and transition options.

Click here to access a recording of this session.