Corporate Leader Planning
Maximizing Your Compensation & Benefits
Your compensation extends far beyond a salary. We help you decipher and optimize the complex instruments that make up your wealth, ensuring they work in concert with your long-term goals.
Equity Compensation Strategy
We provide detailed analysis and exercise strategies for Incentive Stock Options (ISOs), Non-Qualified Stock Options (NQSOs), Restricted Stock Units (RSUs), and Performance Shares. We help you determine when to exercise and when to sell to manage concentration risk and tax impact.
Deferred Compensation, Retirement & Benefits
We help you navigate Non-Qualified Deferred Compensation (NQDC) plans, supplemental executive retirement plans (SERPs), and comprehensive benefits packages to ensure your elections align with your future income needs and maximize your total compensation.
Employee Benefit Considerations
Promotion, Job Offer & Severance Review
Whether you're considering a promotion, evaluating a new job offer, or reviewing a severance package, we act as your financial advocate. We analyze the true value of equity compensation, benefits packages, signing bonuses, and severance terms to ensure you make informed decisions that align with your long-term financial goals.
Ready to Maximize Your Executive Compensation?
Let's discuss how Corporate Leader Planning can work for you.
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