Stock Option Planning

For senior corporate executives, stock options represent a significant portion of their total compensation and benefits package. These vehicles can also be highly complex, with complicated financial, tax, and legal characteristics.

We help clients to potentially harvest above-average value from their options by:

• Developing an averaging strategy for exercising options and adjusting the strategy as the stock price changes.
• Minimizing taxes where possible when exercising options.
• Integrating option strategy with share ownership requirements.
• Reviewing leverage characteristics of multiple option grants.