Skip to content

Resource Library

All
Articles
Blogs
Discussions
Publications
Videos
Worksheets
All Articles Blogs Discussions Publications Videos Worksheets

On-Demand Discussion

Synthetic Equity: A Powerful
Compensation & Retention Solution

Attracting and retaining top talent is one of the most pressing challenges for independent advisory businesses. Ownership-level compensation plays a crucial role in profitability, business sustainability, and advisor retention. Synthetic equity presents a powerful alternative—aligning key employees with long-term business success without requiring them to take on traditional ownership risks.
 
In this discussion, we’ll explore how synthetic equity can be a game-changer for independent advisors, helping them incentivize talent, enhance retention, and create a business that thrives for generations.

 

Join Stuart Smith, JD and Kem Taylor, CBEC® as they discuss the nuances of implementing synthetic equity, its benefits, and real-world applications.

Align Your Teams Compensation with Growth

At FP Transitions, we’ve spent decades helping advisory businesses implement innovative compensation strategies that drive growth and retention. Synthetic equity is a proven tool that allows businesses to reward key employees, align incentives, and preserve cash flow—all without diluting ownership. Our team of experts understands the complexities of structuring these plans to ensure compliance, flexibility, and long-term success. Let us help you build a compensation strategy that strengthens your business for the future.

Get Started

Related Resources

Closer Look

Take a Closer Look

Revisit the slides from our discussion on using synthetic equity to reward and retain top talent. Explore how this innovative approach can align incentives and preserve cash flow.

Check It Out

Join Our Email List

Get more #FPInsights delivered straight to your inbox.