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ThinkSBA

ThinkSBA is a Nationwide SBA 504 and 7a Loan Brokerage serving small business and entrepreneurs purchasing owner occupied real estate, acquiring a business or franchise or buying out a partner.

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The Executive Benefits Playbook with Don Curristan | Ep. 17 | My SBA Loan Pro Podcast

by Ryan Smith on June 13, 2025

Don Curristan, an executive benefits expert with 27+ years of experience, reveals how business owners and CEOs use deferred compensation, SERPs, and phantom stock to retain key employees.

Learn:

The surprising tax advantages of deferred comp plans
How performance-based incentives work without equity
Common mistakes companies make with executive benefits
Why proper plan design makes all the difference
Perfect for business owners, HR professionals, and financial advisors looking for advanced compensation strategies.

If you liked this content, let’s connect on social media:

Instagram: https://instagram.com/mysbapro
Twitter: https://twitter.com/mysbapro
LinkedIn: https://linkedin.com/in/ryanpatryck

Chapters:


0:00 – Introduction

0:50 – Career Background

2:15 – Who Needs These Plans?

4:45 – Deferred Compensation Explained

6:30 – Tax Benefits

8:10 – SERPs Overview

10:25 – Phantom Stock Case Study

12:40 – Implementation Process

14:55 – Common Mistakes

16:20 – DIY vs Professional Help

18:00 – Closing Thoughts

More ThinkSBA Resources

⁠https://calendly.com/thinksba – Schedule Call
https://g.page/thinksba – Google Business Page & Reviews
https://thinksba.com/faq – Frequently Asked Questions
https://mysbaloanpro.com⁠ – My SBA Loan Pro Podcast
http://youtube.com/@thinksba – YouTube Channel

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About Ryan Smith

Ryan Smith is Principal and Founder of ThinkSBA®, and Creator of The My SBA Loan Pro Podcast. Ryan specializes in assisting business owners and entrepreneurs with obtaining financing to purchase owner occupied real estate, acquire a business or franchise, or buy out a partner. Ryan accomplishes this by leveraging over eighteen years experience inside two of America’s top financial institutions.

Previous Post:SBA 504 Loan Structure: Understanding Its Benefits and Requirements

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