Executive Planning Services
Executives face many unique challenges when managing their personal financial plans. If you are fortunate enough to be an executive with equity compensation, you may have many opportunities available. Our team has extensive experience in helping corporate executives navigate the complexities of their compensation plan and fully understand the legal, tax, and financial implications of their decisions.
Our Personal Equity Compensation Analysis™ (PECA™) is designed to facilitate timely and prudent decisions for exercising, selling or gifting various equity awards while minimizing taxes and risk. In addition to providing an in-depth look at the value, leverage and risk of an individual’s equity compensation position, we can also analyze multiple “what-if” scenarios to determine how changing specific variables can affect risk/reward trade-offs. Our (PECA™) can also assist you in determining your “forfeit value” in the event you are considering leaving your current employer prior to retirement. As time goes on, you will need to make a series of decisions regarding exercising your vested options and diversifying any held shares and you will also need to consider taxes, cash-flow and reinvestment. We have the capabilities to assist you every step of the way.
Plan Components
Stock Option Valuation: We provide a number of perspectives on the value of your current employee stock option (ESO) portfolio including: In-The-Money Value, Cash-Out Value, Black-Scholes Value and your estimated Forfeit Value®.
Investment Risk/Reward: We will show you how different stock prices affect the value of your equity compensation portfolio. It will also illustrate the upside and downside leverage in your holdings.
Personal Risk/Reward: An evaluation of your equity compensation holdings in relationship to your financial goals. It also provides an analysis of the risk inherent in your current position.
Decision Framework: We help you establish a framework for making informed decisions about when option exercises should be considered.
