Focus On Leadership

We specialize in working with highly successful executives and board members of both public and private companies. We provide fully comprehensive financial planning so you can focus on leadership.

Our services include consulting and management of:

• Employment agreement issues (new hire grants, inducement grants, make whole grants, etc.)
• Equity awards tracking such as options, performance awards, restricted stock, etc.
• 83(b) and 10(b) 5-1 elections
• Company sponsored qualified/non-qualified plans
• Additional company-provided benefits (life insurance, disability insurance, AD&D insurance, long-term care strategies, etc.)
• Stock ownership guideline tracking
• CIC/Post-employment benefit coordination
• Strategies on qualified small business stock (QSBS) tax incentives