Financing for company stock options, this includes individual, executive and corporate programs. May be tailored to suit company preferences. Includes web access, statement and accounting services. We will also work with your company to craft a press release if so desired.
Preset Diversification Programs (allow for insider selling outside of window periods)
Also referred to as 10b5-1, this program allows for insiders to transact outside of window periods. Plan may be tailored to suit individual preferences and may be based on price, time, or designed to transact systematically.
Hedging and Diversification Strategies
Stock Option Analysis- Detailed analysis of corporate stock options, RSUs, company stock holdings, potential tax liability
144 Sales & Lending –various lending programs that may provide liquidity without having to sell shares
Estate Planning, including strategies to minimize taxes and include Philanthropic Giving and Raymond James Trust Services
