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Aligning Your Key People w/ Your Future Exit

Typical Compensation Plans

Owners will oftentimes set up compensation for key executives in a few different ways. First, there is base compensation and next there is some form of “year-end” (or quarterly) bonus based upon the performance of the business. The second part of the compensation formula is oftentimes the least developed. The reason is that owners do not want to make a financial commitment that is not aligned with the performance of the company, so owners take a wait and see approach to determine what is available to pay at the end of a measuring cycle.

Measuring and Managing Owner Dependence

The Owner Dependence Index™️ is a free online survey tool that allows owners of privately-held businesses to measure the amount of dependence that their business has on their individual efforts. Take a short assessment and receive a free report highlighting the value that lets that owner know how dependent their business is on their individual efforts.

Securities are offered through LPL Financial, Member FINRA/SIPC. Investment Advisory Services are offered through Jacobi Capital Management, LLC, an SEC Registered Investment Adviser. Jacobi Capital Management, LLC and Jacobi Wealth Advisors are entirely separate entities from LPL Financial. Jacobi Capital Management, LLC employs (or contracts with) individuals who may be (1)registered representatives of LPL and Investment Adviser Representatives of Jacobi Capital Management, LLC; or (2) solely Investment Adviser Representatives of Jacobi Capital Management, LLC. Although all personnel operate their businesses under the name of Jacobi Capital Management, LLC or Jacobi Wealth Advisors, they are each possibly subject to the differing obligations and limitations and may be able to provide differing products or services. Please speak with your financial professional for more information or see their personnel bio pages on the Jacobi Wealth Advisors website at

Pinnacle Equity Solutions,  Jacobi Wealth Advisors and LPL Financial are all separate entities.

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