The Balcom Investments team can advise and assist corporate executives and investors who hold or control restricted stock and concentrated equity positions by developing innovative strategies to provide liquidity, protection and enhance the value of the assets in their portfolio.
We analyze employee stock options programs to help clients determine the value of their options, and when exercising these options would be most beneficial, if at all. We may enhance and protect the value of the asset by facilitating a sale, creating a rule 10b5-1 sales plan, or entering into a hedging strategy.
Our experience will guide you in designing a customized plan utilizing solutions to maximize your benefits while still meeting your financial objectives.
At Balcom Investments our business planning professionals will consult with you to evaluate the following:
We will meet with you and the key team members of your organization to explore how we can best achieve your needs. Balcom Investments understands, and has the expertise to help small businesses develop comprehensive retirement plans and compensation plans to meet your financial objectives.