Equity Granted: An Executive Chat
Equity Granted: An Executive Chat
SFG Wealth Planning
Financial Parity Planning with BDO’s Terry Adamson
37 minutes Posted Feb 24, 2021 at 1:00 pm.
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When an executive is presented with an advanced role at another organization, they have various opportunities they need to compare. The focus shouldn't be on short-term, but long-term wealth creation not overlooking the financial implications of leaving money on the table. What would the new company need to offer to augment what they already have? Financial parity planning is the intricate process of comparing the complexities of the current grants and what the new company will offer for the purpose of helping the executive meet and exceed their personal financial goals.