Strategic Planning

Whether you're thinking of stock options, stock grants, stock purchase offers or any combination of these or other equity compensation techniques, the Beyster Institute can show you exactly what is involved and what you will need to decide.

Which employees should be included? How many shares? What about vesting? What are the tax effects? How will it affect cash flow? Exactly what am I going to have to give up? You should have clear answers to these questions before you "go live" with an equity compensation program.

The Equity Compensation Strategic Plan© will answer all these questions, and many more. We will deliver the following:

  • Strategic Analysis. This report will review the issues that should be addressed in designing an equity compensation program for your company. We evaluate the alternatives and recommend answers that are based on your unique circumstances and our wealth of experience drawn from assisting hundreds of other companies.

  • Forecasting Tool. The custom-developed modeling tool will enable you to test the effects of any proposed equity compensation arrangement on the company, its current owners and the participating employees. Using your own data, you can test for the effects of various equity award levels by plugging in numbers and seeing the results projected over the next five years.

  • Equity Plan Blueprint. The deliverable will summarize our specific, concrete recommendations to you regarding the features to be included in you plan and the provisions that should be written into the legal documents that will contain the rules for your program.

You're Always Welcome At Our Door

Hopefully we haven't seen the last of you once we have delivered your Equity Compensation Strategic Planú. We will be happy to discuss any and all questions you may have. And we will be there to work with your attorney as he or she is drawing up the legal documents to implement your program.

To access our consulting services, please provide us with some basic company information by filling out our Pre Consulting Questionnaire. One of our experts will get in touch with you within 2 business days.




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