Retention bonuses are often used to motivate and retain key employees — especially during periods of growth or transition. In this video, Wayne Zell explains how retention bonuses work, when business owners consider them, and how incentive decisions can quietly affect taxes, culture, and long-term planning outcomes. This content is educational and intended to help entrepreneurs think strategically about compensation decisions before they create unintended consequences.
Curious about Letters of Intent (LOIs) and what makes up their essential components?
Think of the LOI as the engagement phase of a business sale — serious intent, but not yet a binding marriage.
Ever wondered what would happen to your business if you faced an unexpected crisis?
Maybe it's a health issue,
sudden market changes,
or even a partner’s departure.
Without an exit plan, these events can create chaos, risking everything you've worked for.
Family holding companies can be powerful tools for business owners — but they are often misunderstood. In this episode of Blueprint for Wealth, Wayne Zell explains how family holding companies are commonly used in family businesses, where entrepreneurs run into trouble, and why early structure decisions tend to shape tax efficiency, governance, and long-term flexibility.
Discover when to avoid online estate planning tools and hire an attorney for your estate planning needs.
