Case Study

A Client Reaches its Goal, Retaining Key Employees with an Innovative Plan

A Client Reaches its Goal, Retaining Key Employees with an Innovative Plan

© AAFCPAs 2015 Background: AAF’s client was a fast-growing high tech / software company that was, at one time, ranked in the top 15 percent of the Inc. 5000. Its long-term strategy was to go public or sell to a buyer that could grow the company and cash out the original investors. Client Goals: The client wanted to lock in its key employees at the management and executive levels after it had completed a number of rounds of ventu

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