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Let
us be your back-office planning team
Types of Assistance:
Personal
Equity Compensation Profile (Sample):
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An equity compensation portfolio analysis that helps advisors determine
the appropriate time to exercise by quantifying risk and reward.
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Option 1
- Scope:
- The analysis is created by NWSI using
data gathered by the advisor and entered by NWSI, then
explained to the advisor by NWSI
- Required Input:
- Price:
$250
- A surcharge will be applied to complex,
custom, or client consultations
- $100 of the charge(s) will be deducted
from the cost of a StockOpter® Insight
license if purchased within 30 days of review
- Includes:
- An electronic copy of your client's Personal Equity
Compensation Profile
- A 20 minute review session via phone or web conferencing
- Getting Started:
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Option 2
- Scope:
- The analysis is created by an advisor
with the
demo version of StockOpter® Insight
using data gathered and entered by the advisor,
then explained to the advisor by NWSI
- Required Input:
- Price:
$100
- This
charge will be deducted from the cost of a StockOpter®
Insight license if purchased
within 30 days of review
- Includes:
- A 20 minute review session via phone or web conferencing
- Getting Started:
- Sign
up for a consultation
- Download
and install the demo version of StockOpter®
Insight
- Create a "Personal Equity Compensation Profile" for
your client by replacing the sample data (be sure to use
unique grant ID's)
- E-mail the POP to either Bill
Dillhoefer or Kellye
Pape and they will call you to schedule a review session
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The development of a model that illustrates
the after-tax cashflow effects of various exercise and sell
strategies using different stock price assumptions. This model
can be used to compare strategies and optimize for tax and cashflow
efficiency.
- Scope:
- A
NWSI consultant builds and explains a StockOpter®
Pro model of a client's equity compensation portfolio
using data and assumptions provided by an advisor
- Optional Deliverables:
- Review session
- Custom report
- Excel workbook.
- Required Input:
- The client's
option grant summary report (sample)
or the equivalent data in a StockOpter® Insight
or StockOpter® Pro workbook
- A StockOpter®Pro
Data Collector worksheet or the clients last two
years' tax returns and any estimates for the current and future
years
- The Advisor
Questionnaire documenting additional pertinent information
- Cost:
- The cost of the engagement will be fixed based on the scope prior to the start.
- Getting Started:
For More Information Contact:
Bill Dillhoefer, Vice President
bdillhoefer@NetWorthStrategies.com
Phone: 541-383-3899 ext. 108
Fax: 541-388-0308
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