Negotiating Equity Compensation: How Advisors Can Help Clients

myStockOptions.com

OVERVIEW
Learn the best ways to evaluate and negotiate equity compensation in job offers and how to protect it at job termination. Discover how to help clients get the best deal to maximize and preserve their wealth in company shares, stock options, and restricted stock/RSUs.

This webinar will provide practical info and guidance on negotiating equity comp, how to safeguard grants when leaving a job, and big mistakes to avoid. In 100 minutes, it will feature insights from three leading financial and legal advisors, including real-world case studies. Their expertise applies to employees and executives at all types of companies, whether startups, recently public companies, or long-time public corporations.

TOPICS COVERED

• Biggest pitfalls to avoid when leaving a job with outstanding stock grants
• Key features to focus on in a job offer that includes equity comp
• What is negotiable, including when and how to approach negotiation
• How to analyze and evaluate an offer, including competing offers
• Crucial documents and legal terms to review
• Tax rules you must know to prevent big mistakes by clients
• Negotiable features of annual grants or off-cycle grants, such as at promotion
• Best time to negotiate severance and key provisions
• Differences between private and public company equity comp offers
• Role for financial, legal, and tax advisors in evaluating offers and in negotiations
• Case studies
   

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