simple numbers.
Understand and value your
management incentive plan with
personalized guidance from an
experienced private equity investor
who is on your side of the table.
Your MIP is too important to be too complicated.
The most significant piece of your compensation was designed by someone who lives in a spreadsheet and explained to you in a quick tutorial, at best.
Profits interests, waterfalls, hurdles, ratchets, vesting…
Instead of motivating you, it sits in a drawer, leaving you wondering what it’s actually worth.
You deserve clarity.
YOUR ADVISOR
A dedicated private equity resource on your side of the table.
15 years as a middle market private equity investor and M&A advisor — modeling, structuring and teaching incentive plans.
I’ve spent over a decade designing, documenting, modeling and teaching management incentive plans for PE-backed executive teams.
My job is to be your advisor: to translate that complicated waterfall into simple terms, with no other motivation than to help you understand what you have and give you confidence.
HOW IT WORKS & WHAT YOU GET
From pages of jargon to a number you trust.
Your plan, simplified
I review your plan, award and all associated files — all under NDA with you — and translate it into a simple, two-page summary.
A number you can trust
I build a simple model that breaks down the potential value of your award with your own assumptions. We evaluate a few scenarios together in simple terms. 72-hour turnaround.
Answers, in plain terms
A one-hour 1:1 call to walk through the basics of the plan, talk through the model & scenarios, and answer every question.
Quarterly update & check-in
Optional: receive a refreshed summary every quarter with time reserved to update assumptions, review scenarios and tackle new questions. Review current value based on business performance.
WHAT YOU WALK AWAY WITH
- Personalized summary slides
- Simple, user-friendly model
- Up-to-date scenarios
- 1:1 coaching and support
- Unlimited Q&A
- Peace of mind
PRICING
Simple, flexible pricing built around your needs.
Start with a one-time introduction to understand what you have. Keep it current with an ongoing plan.
ONE-TIME · ONBOARDING
Understand & Value
Everything you need to understand how your MIP works and what it could be worth.
- Full review of plan & award under NDA
- Simple, user-friendly model with your assumptions
- Personalized summary slides
- One-hour 1:1 walkthrough
- Follow-up Q&A and updates for 3 months
ONGOING · OPTIONAL
Stay Current
Refresh your numbers and assumptions every quarter as the business evolves with continued Q&A.
- Quarterly model refresh with updated summary
- Optional tutorial to revisit assumptions and update forecast
- Unlimited Q&A between updates over email, phone or Zoom; 24-hour turnaround time
Get 12 months of support and one quarter free if you pay for a full year up front ($3,000 total for first 12 months).