Resources
Everything we know about sharing upside, in one place
Writing, calculators and plan documents for owners working out whether alternative equity is the right answer, and what it would look like in their business.
Work it out before you talk to anyone
Calculators that answer the questions owners ask us first. None of them need an account.
Profit sharing calculator
What a pool actually costs you, before you commit to one.
Alternative equity quiz
Which of the three plan types fits the business you run.
Owner dependency
How much of the business is still you, and what that costs.
SBA loan readiness
Whether the numbers clear the bar before you apply.
Take the documents with you
The whole model written down, and two plan documents you can read end to end.
Book
Alternative equity
The whole model in one place: what it is, what it is not, and how owners in the trades are using it.
Template
Phantom stock template
A plan document you can read end to end and take to your attorney.
Template
Profit sharing template
The same, for a plan that shares profit rather than value.