Equity compensation analysis
Turn stock into strategy.
Stock Options / Restricted Stock / Vested Shares
Equity compensation is often misunderstood and underutilized leaving significant value on the table. Whether its 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.
In addition, you will receive specific share price targets and diversification ranges to reach your financial goals.
Most importantly, you’ll have a sound framework for making wise decisions on one of your most valuable assets.
Maximize your report findings with Hilltop Wealth Advisors’ wealth management services to protect and build your wealth at www.hilltopwa.com.
Schedule a call with Hilltop to begin your secure screening and receive a free analysis:
✔ STOCK OPTION VALUATION
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.
✔ COMPANY STOCK HOLDINGS
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.
✔ INVESTMENT RISK/REWARD
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.
✔ PERSONAL RISK/REWARD
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.
✔ DECISION FRAMEWORK
Identifies key decision criteria and relevant data for making informed decisions regarding your stock options and owned shares.