Starter | Premium | Elite | |
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$ 4,500 $ per plan |
$ 6,500 $ per plan |
$ 8,000 $ 29 per plan |
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Best For | |||
Equity Provided Through | |||
Type of Plan | |||
Features | |||
Single Point of Contact | |||
Industry Specific Questionnaire The questionnaire and additional details requested are designed to ensure your deliverables are comprehensive and tailored to your needs. |
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Consultation Call(s) Consultation calls help us clarify inputs, address your questions, and provide recommendations to ensure that your deliverable meets your needs in real-time. The included calls are appropriate for 90%+ of our client projects. |
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Email Support | |||
Industry Specific Form Agreements | |||
Document Revisions We know it's hard to think of everything on the first try. Each package receives at least one document revision to ensure the final product is exactly what you need. |
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Equity Purchase Model A useful tool to keep track of the value of each individual's equity stake. |
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Industry Resources Resources may include: guides, checklists, decision trees, whitepapers, etc. |
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Timeline The timeframe to receive the long-term incentive plan begins upon receipt of full information, which may include but is not limited to, a completed questionnaire, intake call, and approval of any changes to the questionnaire post-intake call (if applicable). |
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Options | |||
Elite Valuation This is a great place to add a bit of extra information about the feature. |
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Expedite Fee The expedite option reduces the timeline, subject to client cooperation. You will receive premium scheduling opportunities and increased turnaround time in between deliverables. Premium plans will be delivered within 45 days and elite plans will be delivered within 45 days, following the receipt of full information. |
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Additional Set of Plan Documents If the plan provided by the company includes multiple options, additional plan documents and fees may apply. This fee would be determined following the initial call. |
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New Entity Documents Entity documents may need to be completed or revised to meet the specifications of the long-term incentive plan selected. |
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