Advisory
- CJM TRUST
- Advisory
Business Advisory
It’s possible that running your business on a daily basis leaves you with little time to consider your long-term goals for the firm and yourself. Whether it is expected or not, every business goes through a shift at some point. With founders and their families, our specialists at CJM TRUST KB will go over these possibilities, which include: Move the business? Raise capital to support growth? Sell a portion or the whole business? In any case, our goal is to provide tailored advice that aligns your personal financial goals with the success vision of your business.
Advisory on Executive Compensation
Equity compensation can result in significant wealth accumulation. However, with the pressures of running a business, personal budget management and planning how to best utilize grants and awards for you and your family are issues that are sometimes overlooked. The dedicated team of experts at CJM TRUST KB is ready to design a plan that is especially suited to your unique pay schedule. The world is changing so quickly that new trends in compensation, tax and regulatory environments, and forfeiture risks could have a big impact on company executive planning needs.
Value-added techniques
- Give publicly traded and pre-IPO companies advice on developing CEO compensation plans and long-term incentive schemes.
- Examine grant agreements, employment contracts, deferred compensation plans, and pensions as part of a comprehensive pay assessment to find areas where wealth optimization may be possible.
- Examine your portfolio and compare it to your company’s holding requirements in order to develop a plan for managing concentrated stock positions and implementing 10b5-1 plans.
