Resources

Executive Benefit Planning for Privately Held Businesses

Host: Christopher W. Rich, Managing Director, EBS

Joined by:  Chris Rich, Managing Director, EBS.  As well as Peapack Private Investment Banking’s Eric H. Waser, CEO of PGB Securities LLC and Head of Investment Banking, and Matthew Luczyk, Vice President and Head of Corporate Advisory.

Privately held businesses face increasing competition, an uncertain economic outlook, and the challenge in understanding the impact of AI on their current operations and strategic plans. Amidst this market environment, it is important to remain focused on several key planning areas.

Part 3 of the Compensation Conversations with EBS webinar series focuses on handling two important planning areas for privately held businesses:

• The attraction, retention and appropriate compensation of key employees and professionals
• Planning for a possible transition of ownership and control of the business

EBS consultants will provide an overview of the current trends in compensation and benefits planning for key employees and professionals of privately held businesses.

They are joined by Peapack Private Investment Banking’s Eric H. Waser, CEO of PGB Securities LLC and Head of Investment Banking*, and Matthew Luczyk, Vice President and Head of Corporate Advisory. Eric and Matthew address issues facing those companies that are considering a transition in ownership, raising capital, or simply attempting to evaluate the strategic alternatives to maximize shareholder value.

Click the button below to fill out the form and you’ll be contacted directly by an EBS Managing Director.