Corporate executives are often faced with unique equity compensation challenges that require customized strategies. Our team of Financial Advisors, backed by the full resources of Oppenheimer professionals, will provide you with tailored advice and seamless execution of your stock trading plans, restricted and control stock strategies, employee option plans and stock repurchases. We'll work directly with you to ensure your equity compensation needs are met and you are well-positioned for financial success.
Corporate Executive Services
What We Offer
Employee Stock
Option Financing
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.
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.
Restricted and
Control Stock
Strategies
We will assist you in the sale of restricted or control stock in compliance with applicable laws and with minimal effort on your part. If an outright sale is not appropriate, we can provide you with alternative strategies for accessing liquidity.
We will assist you in the sale of restricted or control stock in compliance with applicable laws and with minimal effort on your part. If an outright sale is not appropriate, we can provide you with alternative strategies for accessing liquidity.
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.
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.
Stock
Repurchases
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.
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.