Employee Equity Compensation comes in many distinct forms. Regardless of the format, they can be extremely valuable or worthless within the span of a quarter. The main employee compensation vehicles are Incentive Stock Options (ISOs), Non-Qualified Options (NQSOs), Restricted Stock Units (RSUs), and Employee Stock Purchase Plans (ESPPs).
We assist pre-IPO executives and employees in creating liquidity if possible and assist by designing post-liquidity strategies per your objectives tied to a comprehensive financial plan and analytical framework.
For executives and employees of public companies, we assist you to objectively evaluate your concentrated stock scenarios to arrive at a strategy to diversify in a deliberate and intelligent fashion. We also assist in reducing employee ‘proximity’ investor bias with the introduction of cold, hard facts.
An understanding of tax implications is paramount when conducting this analysis, and it is important to involve a specialized 3rd party CPA partner in this analysis when appropriate.
How we help you navigate Employee Equity Compensation scenarios: