Motivate and Retain Executives

Equity Compensation Analysis Tools

Learn More

StockOpter® Personalized Education
An equity compensation education and planning program delivered by a nationwide network of Certified Provider Firms. Enables companies to maximize the value of employee stock option and restricted share programs to shareholders and employees by insuring that program participants understand:

• Their Forfeit Value® (increases employee retention)
  
  
• Their upside potential (increases employee motivation)

Download Free Demos

Portfolio Analysis Software
Enables advisors to diversify equity compensation holdings by creating a quick / compelling analysis to quantify upside potential & downside risk.

Strategy Modeling Software
Models equity compensation exercise & sell strategies to facilitate client decisions that are tax and cash flow effecient.

Advisor Newsletter Signup

Advisor Education
Programs to enable advisors to deliver equity compensation planning. These include webinars on using our software, and educational resources on employee stock options.

Back Office Support
We can serve as your equity compensation planning team by providing a stock option portfolio analysis for your client or by preparing a Custom Plan that addresses specific "what-if" situations.

5 Things Every Option Holder Should Know

Equity compensation (stock options, restricted stock, stock appreciation rights, etc.) is a powerful incentive due to its wealth building potential. However, these programs are highly complex so we developed a process to enable financial advisors to maximize the returns, minimize the risks, and optimize for taxes and cash flow. Our Equity Compensation Planning process uses 2 steps:

Net Worth Strategies is the national leader in equity compensation planning solutions and offers employee stock option analysis software, education and services that enable companies and individuals to maximize the value of their equity compensation.