How a Franchisee Exits His Business Using a Customized Phantom Stock Plan.

Our massively successful franchise owner with more than 100 fast food units had to solve a slew of challenges to exit his business─from tax efficiency and estate liquidity to dynasty trusts and employee retention. EBS and the family office management consultant joined forces to design a targeted yet broad-based plan to cover all contingencies.

As a result, the father, son, family and A-list employees were all well served through a phantom stock plan, referred to as a “Phantom Stock Awards Program.” Franchise assets moved into trusts, employees learned how to think like owners, and productivity turned upward. Read How.

In a business exit strategy, it is essential to protect the futures of key employees responsible for the growth of the enterprise.