Key Person – McInnes Group

The CEO’s Guide to Building Long-Term Loyalty Without Equity Dilution

The CEO’s Guide to Building Long-Term Loyalty Without Equity Dilution For the owner of a closely held or family-owned business, equity is the physical manifestation of years of risk, sacrifice, and legacy. When a key executive requests a "stake in the game," many CEOs feel trapped between two undesirable choices: dilute their hard-earned ownership or ... Read more

Split-Dollar in Practice: Modern Uses for Retention, Succession, & Wealth Transfer

Split-Dollar in Practice: Modern Uses for Retention, Succession, and Wealth Transfer When we sit down with the owners of mid-market firms, the conversation often begins with a singular anxiety: “How do I safeguard what I’ve built while rewarding the people who helped me build it?” The challenge for a business owner is to balance day-to-day ... Read more

Key Person Risk: The Hidden Liability on Your Balance Sheet

Key Person Risk: The Hidden Liability on Your Balance Sheet Introduction When we look at the balance sheet of a successful mid-market company, we see the usual suspects: physical assets, accounts receivable, and cash reserves. But there is a glaring omission that often represents the greatest threat to a company’s valuation: Key Person Risk. A ... Read more

Why Mid-Market Companies Lose Top Talent

Why Mid-Market Companies Lose Top Talent—and How Executive Benefit Design Fixes It When a company reaches 50–500 employees, retention challenges shift from culture and compensation to something more structural: your key people begin getting recruited by firms offering long-term wealth strategies your benefits package can’t match. Salary increases can bridge the gap for a year, ... Read more