EQUITY COMPENSATION ANALYSIS
Turn stock into strategy
Equity compensation is often misunderstood and underutilized leaving significant value on the table. Whether it’s due to blackout periods, tax concerns, PR questions or just waiting for the next big catalyst, many executives simply defer exercising options or selling shares until they are forced to.
Hilltop’s Equity Compensation Analysis is designed to provide you with unique and insightful perspectives on the full value of your equity, its inherent risk, and the hidden leverage often overlooked in your stock options.
You’ll receive specific share price targets and diversification ranges to reach your financial goals, and most importantly, you’ll have a sound framework for making wise decisions on one of your most valuable assets.
VALUABLE INSIGHTS
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Includes your In-The-Money, Cash-Out, Full Option and Option Forfeit Value®. Understand the full value of what you have, potential tax and what you walk away from with a job change.
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Values your Restricted/Performance Stock Grants, Owned Shares and Total Forfeit Value. Identify and plan for the tax liability created by Restricted Stock Awards at each vesting period.
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Illustrates the upside and downside leverage in your holdings. Your Options and Restricted Stock Awards have leverage built into them due to their structure. Understanding which ones have the most upside leverage and which are most susceptible to their downside leverage can have a big impact on your wealth.
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Contains financial goal, concentration and Value at Risk (VaR) analyses. See how changes in share price impact your progress towards a financial goal, understand the specific company risk in relationship you your overall investments portfolio.
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Identifies key decision criteria and relevant data for making informed decisions regarding your stock options and owned shares.
SAMPLE REPORT
Download our Sample Report to see an example of what information you could receive in your free Equity Compensation Analysis.
GET YOUR ANALYSIS
GET YOUR ANALYSIS
Select a time to speak to a Hilltop Wealth Advisor and receive your free Equity Compensation Analysis.
Hours
M-F, 8am-5pm (ET)
Phone
919-401-1500
Disclosure: Although the firm does not charge a fee for the initial consultation, it is intended to result in the attendee establishing an advisory relationship with the firm. Hilltop Wealth Advisors is a registered investment adviser. Registration does not imply a certain level of skill or training. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Hilltop Wealth Advisors is not an accountant and does not provide tax advice.