High-value exit packages

Golden parachute planning: coordinate the package before the clock runs out.

A high-value executive exit package may include cash severance, accelerated equity, retirement benefits, deferred compensation, consulting arrangements, and restrictive covenants. The financial plan should show what each term does to lifetime flexibility.

Planning questions

• How much of the package is cash, equity, deferred compensation, or benefits?
• What deadlines require action before or after termination?
• What career or retirement choices become possible?
• How should proceeds be held before a long-term investment policy is implemented?
• Which decisions require employment counsel or company plan interpretation?

Start with the executive severance checklist and review change-in-control equity.