The goal is to set you up with foundations and mechanics of equity compensation so that you can secure the highest possible equity grant from your employer on your way into the company. Alternatively, if you are consulting to startups, you will be able to negotiate equity grants as compensation instead of cash.
After Negotiating Your Equity Compensation, you will be able to negotiate, with ease:
- A significantly increased stock option or RSU grant from your employer;
- An option to participate in the company’s Employee Share Purchase Plan (if applicable);
- Equity grants as compensation for consulting to start-ups, as an alternative to cash.
Session 1: Negotiating For Success At Public Company
- Why companies offer equity compensation, and why it's so important you pursue it
- 3 Types of Public Equity Compensation:
- Employee Stock Option Plans (ESOP),
- Restricted Stock Units (RSU's) and
- Employee Share Purchase Plans (ESPP)
- Employee Stock Option Plan (ESOP): Mechanics & Valuation
- Negotiate Your ESOP offer from 2 angles: # of options grant and monetary value grant
Session 2: Negotiating For Success At A Public Company (Con't)
- Restricted Stock Units: Mechanics & Valuation
- Negotiate Your RSU offer from 2 angles: # of RSU's granted and monetary value grant
- Employee Share Purchase Plan (ESPP): Mechanics & Valuation
- What's Negotiable on Public Equity Grants vs. What Isn't
- Strategies, Tactics & Checklists to negotiate the highest possible amount of public equity
Session 3: Negotiating For Success At A Private Company
- 2 Types of Private Equity Compensation: Employee Stock Option Plans (ESOP) and Restricted Stock Units (RSU's)
- ESOP: How the Mechanics & Valuation Differ in a Private Company
- RSU's: How the Mechanics & Valuation Differ in a Private Company
- What's Negotiable on a Private Equity Grants vs. What Isn't
- Strategies, Tactics & Checklists to negotiate the highest possible amount of private equity
Session 4: Negotiating For Equity In A Startup As A Consultant
- Private Company ESOP: Mechanics & Valuation Review
- Key Terms of Your Consulting Agreement & Other Legal Documents Supporting Your Offer
- How to Convert Your Contract Value to an Equity Amount
- Private Company Valuations For The Purposes of Computing Option Grants
- What to Expect on an Acquisition or IPO of your Client
Receive unlimited access to the on-demand video of your course.
This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.
Upon registration, the instructor will send along additional information about how to log-on and participate in the class.
