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Client Centered

We specialize in working with highly successful executives and board members of both public and private companies. We become your personal CFO so you can focus on leadership.

We provide consulting and management of:

Equity awards tracking including stock options, restricted and performance stock grants

10(b) 5-1 elections

Non-qualified plans & 401(k) plans

Termination & severance packages

Change in control / post-employment coordination of benefits

Company group benefits including life and disability insurance, long term care and AD&D insurance, etc.