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Corporate Executive Services

Employee Stock Option Services

In addition to guiding you through the consequences associated with the exercise and or sale of your stock options, we can assist you with financing the exercise of your stock options, usually without any outlay of cash. The program includes exercise and sell, exercise and hold, and exercise and sell-to-cover.

Rule 10b5-1
Trading Plans

Establishing a Rule 10b5-1 trading plan helps you diversity a portfolio that contains large company stock positions and/or options, and helps protect you against insider trading liability. Our team will help design a customized Rule 10b5-1 plan that fits your needs.


Our team will guide you through the process of designing and implementing a stock buyback plan tailored to help address financial goals. You are provided with strategies addressing financial benefit while complying with regulatory policies and rules.