You built this company and now rewarding, retaining, and assisting your valued employees is a must. We have the services that’ll help you and your team manage compensation strategies.
Strategies to Manage Concentrated Equity Positions
Exchange funds and equity collars
Strategies to manage and execute employer-granted incentive stock options and nonqualified stock option awards, including cashless exercise programs
Section 16, Rule 144, restricted and control stock sales
10b5-1 Officer and Director Automatic Securities Disposition Plan trading plans
Defined Benefit & 401K Administration and Management with Plan Design with Fiduciary Oversight
Payroll services are outsourced to 3rd party vendors.