Equity Incentive Plan Design Advisor for Pre-Exit Portfolio Companies
A PE-backed or late-stage VC-backed portfolio company board and HR leadership team needs to design or refresh the management equity incentive plan (MIP) ahead of a planned exit in 2-4 years, ensuring it retains and incentivizes the management team through the exit, aligns management interests with investor return targets, and is structured tax-efficiently for both the company and recipients. Key executives have indicated the current plan is not motivating.