Equity Based Compensation Planning

APIM Equity based compensation planning process and services

 

Price and Delivery:

For focused help with your equity-based compensation and to incorporate efficiently into your financial plan, you can choose the appropriate service to cater to your needs. This service is included for APIM clients with a minimum of 500 K in AUM in advisory relationship and for Advanced /Premier comprehensive wealth management clients for no additional charge.

Early-Stage Company (Pre/post immediate direct listing /IPO) or Complex planning

Mature Company or Core planning
  • Evaluate and educate on your stock options and RSUs.
  • 83b election, 10b5-1 election education and strategy
  • Analyze and recommend strategy for exercising stock options.
  • Analysis of various lending options.
  • Analyze and recommend cashless exercise vs financing options and impact on your finances.
  • AMT considerations for ISOs
  • Post exercise analysis and recommend holding, sell strategy and price point analysis
  • Investment planning and recommendation for the proceeds including exchange funds
  • Cash flow analysis and financial planning (see Premier comprehensive wealth management program)
  • Tax planning in coordination with your tax advisor
  • Lifestyle income planning with structured and alternative investments
  • Estate planning with your attorney.
  • Charitable planning
  • Accomplished in 12 meetings
  • Price is Flat fee $12000 or $1005 /month for subscription

 
  • Evaluate and educate on your stock options, RSUs and ESPP
  • 83b election education and strategy
  • Analyze and recommend strategy for exercising stock options.
  • Analyze and recommend cashless exercise vs financing options and impact on your finances.
  •  AMT considerations for ISOs
  • Post exercise analysis and recommend holding, sell strategy and price point analysis
  • Investment planning for the proceeds based on objective and risk
  • Cash flow analysis and financial planning (see advanced comprehensive wealth management program)
  • Accomplished in 9 meetings
  • Price is Flat fee $7500 or $629 /month for subscription.

 

*All prices are charged per year.