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People building the business. A stake in its future.

Help founders and companies connect key people with the business’s future. Structure an incentive programme around its participants, the company and the intended long-term value, with clear terms that are easier to understand and administer.

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Incentive programmesHelp founders and companies connect key people with the business’s future. Structure an incentive programme around its participants, the company and the intended long-term value, with clear terms that are easier to understand and administer.

When this helps

As a founder or company, you may be introducing an option programme, revisiting an existing arrangement or preparing for a new group of participants. The commercial purpose, ownership structure and participant journey need to fit together. I work with warrants and qualified employee stock options (Swedish: kvalificerade personaloptioner), helping founders and companies work through the appropriate structure.

How we work

We clarify the purpose and proposed model, work through participation, vesting and leaver terms, and prepare the required agreements and company decisions. Tax and accounting questions are identified for coordination with relevant specialists where needed. Where a warrant valuation is needed to complete the programme, I can coordinate an external valuation specialist.

Typical work

  • Programmes using warrants or qualified employee stock options
  • Option grants, vesting and leaver arrangements
  • Company decisions and implementation documentation

What you receive

  • An outline of the programme and the decisions it requires
  • Programme rules and participant documents within scope
  • An implementation checklist and identified questions for specialist input

The documents and outputs are agreed for each assignment.

A few useful answers

Can you help founders establish an incentive programme from the beginning?

Yes. I start with what the founders and company want the programme to achieve, review the ownership structure and work through an appropriate arrangement, the documents and the corporate decisions needed to put it in place.

How do you assess an option pool and an existing shareholders’ agreement?

I review the ownership structure, the intention behind the programme and any shareholders’ agreement regulating the allocation of the option pool. That gives the work a clear starting point before the programme and participant terms are developed.

Can you review or change an existing incentive programme?

Yes. I can review the programme structure, ownership arrangements and existing documents, then help work through changes to the programme or the terms for participants.

Can you prepare the programme documents and company resolutions?

Yes. The assignment can include programme rules, participant agreements and the corporate decisions and documentation needed to carry out the agreed arrangement.

Do you work with tax advisers on option and incentive programmes?

Yes. I coordinate with tax advisers where their input is needed and connect that input with the ownership structure, programme terms and legal documentation.

Can you explain the programme in terms founders and participants understand?

Yes. I work through the intended arrangement and the practical meaning of the participation terms, vesting conditions and what happens when someone leaves, so the documents and the commercial purpose fit together.

Do you work with warrants and qualified employee stock options?

Yes. I help founders and companies establish incentive programmes using warrants or qualified employee stock options (Swedish: teckningsoptioner and kvalificerade personaloptioner). I work through the programme structure, participant terms, agreements and corporate decisions, coordinating with tax advisers where needed.

Can you arrange a valuation of the warrants?

Yes. I can involve an external valuation specialist to value the warrants as part of completing the incentive programme. I coordinate the valuation input with the programme terms and legal documentation.

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What are you working on?

Tell us about your situation, your objective and the timing. We will start by defining the right scope.

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