Equity Compensation Education & Planning

Maximizing Employee Retention and Motivation

Equity compensation programs such as employee stock options and restricted stock represent significant costs to corporations no matter how you measure it. Even for small companies, these programs often cost 10's of millions of dollars in shareholder dilution and administration expenses. The return on investment of an equity compensation program is achieved by motivating key employees to contribute to the company's long-term profitability. However, this return is only realized if these employees truly understand the wealth building potential of their equity compensation and how to capitalize on it.

To assist companies to maximize the return on their equity compensation investment, Net Worth Strategies offers a program via certified providers that enables employees to get the most out of this benefit. "StockOpter® Personalized Education" program provides personal and continuous employee education and individual planning services using the following components:

  • Personalized Education: Participants receive a Personal Equity Profile along with an interactive group education session that explains stock option valuation, leverage, risk, taxation, planning strategies and considerations for taking action. 2-Minute Video Seminar (Windows Media Player)

  • Individual Planning: Participants receive in-depth strategy development and tax analysis from nationally recognized equity compensation planning specialists.

  • Periodic Reporting: Participants receive periodically updated Personal Option Profile© reports and other information regarding equity compensation.

The cost of providing these equity compensation education and planning services is infinitesimal compared to the shareholder dilution and the administration costs of an equity compensation program or the costs to restructure an existing program. Therefore, providing these services to employees to help in maximizing the effectiveness of this benefit will result in a highly leveraged return to the company and its shareholders. The plan sponsors are provided with a Management Report that quantifies the results of the program.


For additional information click the following links:


If you are interested in learning more about StockOpter® Personalized Education, contact Bill Dillhoefer at bdillhoefer@networthstrategies.com or 877-728-5964 or contact one of our Certified Provider Firms.

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