Transitions are where equity compensation planning gets expensive. We work through the arrival offer, mid-tenure changes, severance packages, retirement provisions, and the next offer — and what each one does to unvested awards, exercise windows, and the tax picture.
Learning objectives
Evaluate a new offer's equity components against what the client is leaving behind
Model the effect of separation on unvested awards and exercise windows
Advise on severance structure and deferred compensation payout elections
Plan a retirement transition around retirement-eligibility provisions