Metz Lewis is pleased to share that John Lewis will be featured in an upcoming Collective 54 Expert Series webinar focused on designing management equity plans that drive enterprise value and support successful exits.
In this session, John will walk through how thoughtful equity structuring can reinforce the story a buyer wants to underwrite—aligning leadership incentives with long-term value creation and reducing friction during diligence. Drawing on his experience advising founders, boards, and investors, he will cover key considerations including entity structure, equity design (phantom vs. real equity), and the growing importance of performance-based vesting.
Attendees will gain practical insight into:
- Designing equity plans with the end transaction in mind
- Navigating tax and structural considerations across entity types
- Implementing vesting frameworks tied to real value drivers
- Incorporating legal provisions that enhance deal certainty and buyer confidence
As highlighted in the program outline, a well-structured management equity plan should do more than compensate—it should strengthen retention, clarify economics, and position a company for a cleaner, more compelling sale process.
This program is part of Collective 54’s ongoing series for founders of professional services firms focused on scaling, value creation, and exit readiness. To learn more about Collective 54, click here.
