Case Studies

Smart Advice Client Focus®

The Job Offer Dilemma

A client was considering leaving his job at a Fortune 500 company to join a smaller company with greater growth potential. His resignation would result in the loss of substantial unvested equity grants and potential claw backs from past awards.

Client Need

young woman on iPadA better understanding of the full compensation value that could be lost by leaving the company and any related legal considerations.

Smart Advice

We quantified the present value of the client’s current compensation, including the potential future value of lost income from terminated awards. We referred the client to an attorney experienced in compensation matters, who consulted and reviewed the termination document and new employment contract.

  • Our analysis provided the basis for the client to negotiate a new compensation package, including the replacement value of the lost equity
  • The client had peace of mind knowing he was being fairly compensated for moving to the new job

Let’s discuss your unique financial goals.

Contact us at 800-582-1076 or email us to set up an appointment.

Subscribe to Our eNewsletter

Washington Trust is a registered trademark, and the "W" logo and Washington Trust Wealth Management are trademarks of The Washington Trust Company.
Weston Financial and Halsey Associates are subsidiaries of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency