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Equity Compensation for Plan Participants


MAXIMIZE THE VALUE OF YOUR EMPLOYEE EQUITY COMPENSATION

We know from experience that many employees are confused and have many questions.

  • Which Stock Option Grants should I exercise?
  • Which Equity Grants should I hold?
  • Do my Employee Stock Options Expire?
  • Are my Underwater Stock Options worth anything?
  • What is the Tax Treatment of my Employee Stock Option Exercise?
  • Can I use my Employee Stock Options to plan for retirement?
  • Is there an Equity Compensation Diversification Strategy that can lead to Disciplined Wealth Building?

OUR PROCESS

WE’LL GIVE YOU A SIMPLE METRIC TO OPTIMIZE YOUR EMPLOYEE EQUITY PLAN AND EXERCISES TO REDUCE YOUR RISK

Free 30 Minute Analysis and Planning Session

You should know these five things about your employee equity compensation:

ONE

Do you know how much you’d leave on the table if you left your company?

TWO

Do you know how much leverage there is in your current equity grants?

THREE

Do you know the stock price at which you to meet your financial goal?

FOUR

Do know just how much of your net worth is concentrated in company stock?

FIVE

Do you know the optimum time and/or price to exercise your stock option grants?