Stock option plans and services

Stock options have continued to increase in popularity as a compensation tool used by businesses.  Evaluating between qualified and non-qualified plans and what fits best in a company’s business plan is just the first step in the planning process. Additionally, working with executives to plan for exercising options, dispositions and gifting are a critical step in one’s financial planning. Warren Averett helps our clients structure a dynamic stock option plan, which serve their best interests today and complement long-term financial goals.

Our stock option accounting professionals work closely with you, your family and your businesses, as well as with your selected team of advisors to assist with:

  • Stock option analysis
  • Employee Stock Ownership Plan (ESOP) appraisals
  • Preferred stock valuations
  • Buy/sell agreements
  • Succession planning
  • Shareholder matters
  • Disposition strategies
  • Other stock option accounting needs

When it comes to stock option planning, your sound financial decisions today protect your financial security for tomorrow.