Companies today are using equity compensation as a powerful way to attract high-quality employees and to cultivate an engaged and productive workforce. This type of compensation can take many forms, including Stock Options, Restricted & Performance Stock and shares subject to Rules 144 & 10b5-1. Each come with unique rules, tax implications and liquidity challenges making it critically important to strategize how these benefits integrate with a client's broader wealth management plans. 

The Perrini Cain Group partners with Baird's Equity Compensation Planning (ECP) Team which is staffed by specialists who focus on providing strategic, custom education and planning strategies that are beneficial to clients who may be looking to incorporate their equity compensation into their short- or long-term financial goals.

Our Executive Services focus on:

•  Multi-year exercise strategy for executive stock options.
•  Restricted stock services, Rule 144 stock sales, and 10b5-1 trading plans.
•  Evaluation of the impact of income tax, cash flow, and diversification.
•  Detailed retirement planning services.
•  In-depth planning for business succession and sale encompassing shareholder agreements, valuation, equity, M&A advisory, and more.