Corporate Executives
Your compensation is more complex than a paycheck — equity grants, deferred compensation, and benefits that each carry their own rules, windows, and tax consequences. We audit the whole picture, independently.
Built for executives whose wealth is concentrated in the company they serve — and who want advice from someone who doesn't work for it.
Why executives come to us.
If any of these sound familiar, an independent audit will show you exactly where you stand.
- Net worth concentrated in a single company's stock
- Unsure how RSUs, options, and ESPP shares fit into one plan
- Trading windows and 10b5-1 plan rules complicate every decision
- Deferred compensation elections made years ago, never revisited
- Executive benefits you've never fully inventoried or audited
What we examine.
Four lines of inquiry, one file. We document every finding in plain language.
Equity Concentration
How much of your net worth rides on one ticker — grants, vested shares, options, and ESPP holdings, tallied in one place.
10b5-1 & Trading Windows
The rules that govern when and how you can act — documented so your plan works within them, not around them.
Deferred Compensation
Election schedules, distribution triggers, and the company credit exposure behind your deferred compensation — spelled out.
Executive Benefits
Could you list every benefit you're entitled to? Supplemental life, disability, and other executive benefits — inventoried and audited alongside everything else you own.
Could you inventory everything you've been granted?
Start with your free Forensic Audit Score — or book a one-hour call.