The Exquisite Reality of Phantom Stock for Private Companies

In this info-packed presentation, you will learn how the phantom stock option fills the recruitment void for private companies hard-pressed to compete with major corporations in the recruit/retain/reward challenge.

Large companies are able to attract top performers with generous benefits and long-term equity. Mid-market private companies are often limited to the allure of innovative cultures and the promise of an IPO.

In this presentation, we’ll show you how to use a phantom stock plan to transform key employees into thinking like owners. When properly incentivized, employees drive performance, values align with corporate objectives, and ownership becomes leadership.

A look inside, The Exquisite Reality of Phantom Stock:

Marketplace Overview
The Essential Agreement
What is Phantom Stock?
Phantom Stock Plan Structure
The Rationale for a Phantom Stock Plan
Developing the Plan Concept and Budget
Developing the Plan Purpose
Forecast Future Company Value
Three Types of Plans
– Full Value Phantom Stock Plan
– Performance Phantom Share Plan
– Phantom Stock Option Plan
Phantom Stock Plan Design Decisions
– Redemptions/Distributions
– Control Over Timing of Distributions
– Valuation
– Participants
– Allocation of Value & Awarding of Grants
– Dividends
– Vesting Schedule
Funding the Phantom Stock Plan
Case Study 1: Software Development Firm
Case Study 2: Medical Research
Phantom Stock Plan Implementation Steps
About EBS

Take a few minutes out of your busy schedule to view this phantom stock presentation. It’s a win-win for you and your employees.


P.S. For more on Phantom Stock Plans check out our white paper, The Alchemy of Ownership – Use Phantom Stock Plans to Improve Retention and Grow Revenue.

Phantom stock plans offer an equity-flavored incentive like a stock option plan in a publicly-traded company. They solve the corporate owner’s need to retain control of what he has built and simultaneously keep employees motivated and invested in their contribution to corporate growth.