For executive exit decisions
Model the financial impact before signing executive severance.
Executive exits can involve cash severance, equity acceleration, option deadlines, deferred compensation, healthcare bridges, non-compete terms, and retirement decisions. A financial advisor helps turn the package into a decision model.
What needs modeling
Start here
Executive Severance Checklist
The documents, deadlines, and financial assumptions to gather before signing.
Change-in-Control Equity
How acceleration, rollover, replacement awards, and cashouts affect the personal plan.
Golden Parachute Planning
How to coordinate high-value executive packages with counsel and the broader balance sheet.
Severance Tax Calculator
Estimate your net take-home after 2026 federal income tax, FICA, and state taxes on a severance package.
Stock Options After Severance
The ISO 90-day post-termination window, NQSO exercise planning, AMT exposure, and the exercise decision framework.
Healthcare Bridge Planning
COBRA costs and deadlines, 2026 ACA marketplace realities after enhanced subsidy expiration, HSA strategy, and what to negotiate before signing.
RSU Vesting After Severance
What happens to unvested RSUs at termination, accelerated vesting in severance agreements, tax treatment on settlement, and what to negotiate.
Negotiating Your Executive Severance Package
What to ask for before signing: lump sum vs. salary continuation tax math, equity acceleration, deferred compensation deadlines, healthcare, and non-compete planning.
§280G Golden Parachute Excise Tax Calculator
When CIC-contingent payments reach 3× your base, a 20% excise tax applies on top of ordinary income tax. Calculator and planning guide for executives in M&A events.
Can I Retire After My Executive Severance?
Retirement readiness calculator: whether your severance, portfolio, and equity can sustain your spending — with healthcare bridge, Social Security timing, and Rule of 55.
Supplemental Executive Retirement Plan (SERP) After Severance
What happens to your SERP when you leave: vesting cliffs, for-cause forfeiture, §409A distribution timing, the 6-month delay, creditor risk with rabbi trusts, and CIC provisions.
Consulting After Executive Severance
The 1099 tax reality: full SE tax, Solo 401(k) shelter up to $72,000, S-corp election math, health insurance deduction, and coordinating consulting income with the severance cash flow timeline.
Get matched with an executive severance advisor
Best fit is usually executives with $250K+ package value, meaningful equity, or a deadline to sign, exercise options, or elect benefits.
Executive Severance Advisor Match is a matching service. We connect executives with advisors who can coordinate financial decisions around employment counsel and company plan documents.