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    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.

    Download Type: Microsoft Word
    Last Updated: 14-April-2016
    SKU: 3330
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    Notice of Grant of Stock Options


    Notify your employees that they have been granted stock options under a stock option plan with this downloadable Notice of Grant of Stock Options form.

    The Notice form sets out:
    • the number and class of option shares granted to the employee,
    • the earliest and latest dates by which the options can or must be exercised,
    • the vesting requirements,
    • the option price per share.
    This Notice of Grant of Stock Options is generic (not country specific) and is fully editable so it can be easily customized for your company's needs.

    Stock Equivalent Agreement for Employee


    Provide additional incentives to your employees as a reward for their ongoing contributions with this customizable Stock Equivalent Agreement.

    • The employee will be paid deferred compensation each fiscal year based on the earnings per share of the company.
    • The deferred compensation will be paid on the 3rd anniversary of the last day of the fiscal year, the death, disability or retirement of the employee, or the employee's resignation from the company, whichever is first to occur.
    • The employee's right to receive deferred compensation is forfeited if the employee is terminated for cause.
    • Non-competition clause which states that the company is not obligated to make any payments if the employee is engaged in any activity which competes with the company.

    The Stock Equivalent Agreement is another way for an employer to incentivize employee loyalty and dedication. Buy, download, personalize, print and sign.

    Offer of Continued Employment with Phantom Equity


    Employers, provide incentives to a valued employee with this Offer of Continued Employment with Phantom Equity.

    • The employment will continue at the current rate of compensation, with bonuses paid from surplus profit distribution.
    • The employee will be paid phantom equity compensation if the company is sold or undergoes a change of control.
    • The phantom equity will consist of a percentage of the proceeds of the sale and will be subject to applicable employee source deductions.
    • The offer contains standard employee confidentiality, non-solicitation and non-competition provisions.
    This Offer of Continued Employment with Phantom Equity is provided in MS Word format, and is totally editable to meet your specific circumstances.