Stock Options and Incentive Plans

Create an incentive plan for your employees, directors, officers and consultants with these customizable Stock Option Forms.

  • A stock incentive plan can help you attract top-notch people to work for your company, and reduce staff turnover.
  • Employees who own a share of the business have a vested interest in its success, which leads to better productivity and a higher level of employee loyalty.
  • Stock options are also a great way to reward the key people in your organization for their dedication and hard work.
  • These are downloadable legal forms which can be easily customized for your specific needs.

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Alberta Directors Resolutions Issuing Stock Options

Authorize stock options to key personnel with this package of Directors Resolutions for Alberta corporations, which includes the following items:

  1. Resolutions of the Directors authorizing the options and setting out the numbers of shares to be issued to each person, and the option price,
  2. an Amending Resolution changing the option price of shares under existing stock option agreements.

Stock options cannot be issued without the authorization of the Board. You can use these Alberta Directors Resolution templates each time the corporation decides to issue new stock options.

$6.29

Canada Employee and Director Stock Option Plan

Create a Stock Option Plan for key employees and directors of a Canadian company with this template Employee and Director Stock Option Plan.

  • Participation in the Stock Option Plan is voluntary.
  • Rights under the Plan are non-transferable by the participant (except upon death, when exercise rights pass to the legal beneficiaries).
  • The company's board of directors will determine which employees are eligible to receive stock options.
  • At the discretion of the board, the terms of unexercised options may be renegotiated, including exercise price.
This Canada Employee and Director Stock Option Plan template is downloadable and fully editable.
$29.99

Canada Stock Option Agreement (non-plan)

Give your directors and employees an opportunity to buy shares with this non-plan Stock Option Agreement for Canadian companies.

  • Stock options are valuable incentives for attracting and retaining great people to your organization.
  • This form of Stock Option Agreement is for a company which does not have a stock option plan.
  • In the event of retirement, disability or death of the optionee, the optionee's legal representative may exercise the option within 1 year.
  • If the optionee is no longer employed by the company, the option will expire.
  • If the company subdivides or reorganizes its capital, the option and the option price will be adjusted accordingly.
This Canada Stock Option Agreement (non-plan) template is downloadable and fully editable.
$17.99

Canada Stock Option Plan Package

Give your directors, officers and employees an opportunity to buy shares with this Stock Option Plan Package for Canadian companies.

Stock options are valuable incentives for attracting and retaining great people for your organization. This package of forms contains:
  1. Stock Option Plan template,
  2. Stock Option Agreement template,
  3. Notice of Exercise of Option form.
The Canada Stock Option Plan Package is downloadable and fully editable.
$29.99

Checklist for Employee Stock Option Plans

This checklist for developing stock option plans in private companies will guide you through the issues you need to consider and the questions you need the answers to before setting up an employee stock option plan including:

  • determing what benefits are to be derived from the plan;
  • pitfalls to avoid;
  • valuation of your business;
  • investment opportunities;
  • drag-along provisions;
  • anti-dilution provisions;
  • liquidity;
  • tax planning;
  • profit sharing.

The Employee Stock Option Plan Checklist is an invaluable tool for any privately held company that wants to implement an incentive plan for its employees. Buy and download it for your business.

$17.99

Employee Stock Purchase Plan by Interest Free Loan

Give your employees an opportunity to become shareholders in the company by setting up an Employee Stock Purchase Plan by Interest Free Loan.

  • Interest-free loans are given to eligible employees of the company as an incentive to allow them to purchase shares of stock and participate in the business' future.
  • Eligible employees sign a promissory note for repayment of the loan.
  • The employee may pay the loan before maturity without bonus or penalty.
  • A trustee will hold the shares in trust for the employee, and will release a certain percentage of the shares at each anniversary of the purchase date, provided that the employee is not in default of payments under the note.

Employees who are part of the company are more dedicated, more loyal and more engaged. Incentivize your staff with an Employee Stock Purchase Plan by Interest Free Loan.

$12.49