SlideShare a Scribd company logo
1 of 14
Rick Lucash Special Counsel McCarter & English, LLP 617.449.6568 [email_address] @ricklucash A Piece of the Pie: Equity Compensation for Emerging Technology Companies Travis Drouin CPA, Partner MFA – Moody, Famiglietti & Andronico, LLP 978.557.5335 [email_address] @TravisDrouin Theo Sharp Managing Director  Pearl Meyer & Partners 508.630.1498 [email_address] Christine Moore Vice President  Pearl Meyer & Partners 508.630.1491 [email_address] David Hughson  Vice Consul British Consulate  UK Trade & Investment 617.245.4508 [email_address] @UKTI
Twitter Info ,[object Object],[object Object],[object Object],[object Object]
Equity Allocation - How ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Restricted Stock ,[object Object],[object Object],[object Object]
Vesting ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Accelerated Vesting ,[object Object],[object Object],[object Object],[object Object],[object Object]
Restricted Stock – Tax  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Options ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Option Conundrum ,[object Object],[object Object],[object Object],[object Object],[object Object]
Dilution ,[object Object],[object Object],[object Object]
How Much? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Dilution Scenario ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Questions?
Rick Lucash McCarter & English, LLP 617.449.6568 [email_address] @ricklucash @mccarterenglish A Piece of the Pie: Equity Compensation for Emerging Technology Companies Travis Drouin CPA, Partner MFA – Moody, Famiglietti & Andronico, LLP 978.557.5335 [email_address] @TravisDrouin Theo Sharp Managing Director  Pearl Meyer & Partners 508.630.1498 [email_address] Christine Moore Vice President  Pearl Meyer & Partners 508.630.1491 [email_address] David Hughson  Vice Consul British Consulate  UK Trade & Investment 617.245.4508 [email_address] @UKTI

More Related Content

Similar to Lucash on Equity Compensation

BizSpark On Equity Comp
BizSpark On Equity CompBizSpark On Equity Comp
BizSpark On Equity CompRicklawboston
 
10 Questions You Should be Able to Answer About Your Pay Strategy
10 Questions You Should be Able to Answer About Your Pay Strategy10 Questions You Should be Able to Answer About Your Pay Strategy
10 Questions You Should be Able to Answer About Your Pay StrategyThe VisionLink Advisory Group
 
Co-Founder Club Getting Your Startup Started Who Gets What & Why the Cap Tabl...
Co-Founder Club Getting Your Startup Started Who Gets What & Why the Cap Tabl...Co-Founder Club Getting Your Startup Started Who Gets What & Why the Cap Tabl...
Co-Founder Club Getting Your Startup Started Who Gets What & Why the Cap Tabl...cofounderclub
 
Prepare Your Startup For Funding: Equity and Cap Tables
Prepare Your Startup For Funding: Equity and Cap TablesPrepare Your Startup For Funding: Equity and Cap Tables
Prepare Your Startup For Funding: Equity and Cap TablesDrexelELC
 
Ldb IMPRESapp Sharing Ideas_Dettori 01
Ldb IMPRESapp Sharing Ideas_Dettori 01Ldb IMPRESapp Sharing Ideas_Dettori 01
Ldb IMPRESapp Sharing Ideas_Dettori 01laboratoridalbasso
 
How to Break Through No Man's Land - The Stage Where Growing Companies Get Stuck
How to Break Through No Man's Land - The Stage Where Growing Companies Get StuckHow to Break Through No Man's Land - The Stage Where Growing Companies Get Stuck
How to Break Through No Man's Land - The Stage Where Growing Companies Get Stucknewportboardgroup
 
Pricing in a Post Royal Commission world
Pricing in a Post Royal Commission worldPricing in a Post Royal Commission world
Pricing in a Post Royal Commission worldnetwealthInvest
 
Why Now is the Best Time to Have a Phantom Stock Plan
Why Now is the Best Time to Have a Phantom Stock PlanWhy Now is the Best Time to Have a Phantom Stock Plan
Why Now is the Best Time to Have a Phantom Stock PlanThe VisionLink Advisory Group
 
Increase the Value of your Personal Injury Law Firm with FIT
Increase the Value of your Personal Injury Law Firm with FITIncrease the Value of your Personal Injury Law Firm with FIT
Increase the Value of your Personal Injury Law Firm with FITGreg Chambers
 
Finding your way through the Venture Capital gauntlet
Finding your way through the Venture Capital gauntletFinding your way through the Venture Capital gauntlet
Finding your way through the Venture Capital gauntletDigital Ignition
 
Metrics: Talking about Churn and Retention in the Board Room
Metrics: Talking about Churn and Retention in the Board RoomMetrics: Talking about Churn and Retention in the Board Room
Metrics: Talking about Churn and Retention in the Board RoomGainsight
 
Angel Funding Made Easy - Shanti Mohan, Founder @LetsVenture
Angel Funding Made Easy - Shanti Mohan, Founder @LetsVentureAngel Funding Made Easy - Shanti Mohan, Founder @LetsVenture
Angel Funding Made Easy - Shanti Mohan, Founder @LetsVentureSanjay Jha
 
Now is the best time to start a company… Now what?
Now is the best time to start a company… Now what?Now is the best time to start a company… Now what?
Now is the best time to start a company… Now what?Brian Kelly
 
Exit Planning - Maximizing Value Through Pre-Transaction Readiness
Exit Planning - Maximizing Value Through Pre-Transaction ReadinessExit Planning - Maximizing Value Through Pre-Transaction Readiness
Exit Planning - Maximizing Value Through Pre-Transaction ReadinessDominic Brault
 
Venture Capital Fundraising PowerPoint Presentation Slides
Venture Capital Fundraising PowerPoint Presentation SlidesVenture Capital Fundraising PowerPoint Presentation Slides
Venture Capital Fundraising PowerPoint Presentation SlidesSlideTeam
 
Corporate Finance for Early & Growth Stage Companies
Corporate Finance for Early & Growth Stage CompaniesCorporate Finance for Early & Growth Stage Companies
Corporate Finance for Early & Growth Stage CompaniesBoast Capital
 
Meetup. Getting Ready for Due Diligence
Meetup. Getting Ready for Due DiligenceMeetup. Getting Ready for Due Diligence
Meetup. Getting Ready for Due DiligenceIT Arena
 
Sre business proposal
Sre  business proposalSre  business proposal
Sre business proposalparthchoksi
 

Similar to Lucash on Equity Compensation (20)

BizSpark On Equity Comp
BizSpark On Equity CompBizSpark On Equity Comp
BizSpark On Equity Comp
 
10 Questions You Should be Able to Answer About Your Pay Strategy
10 Questions You Should be Able to Answer About Your Pay Strategy10 Questions You Should be Able to Answer About Your Pay Strategy
10 Questions You Should be Able to Answer About Your Pay Strategy
 
Co-Founder Club Getting Your Startup Started Who Gets What & Why the Cap Tabl...
Co-Founder Club Getting Your Startup Started Who Gets What & Why the Cap Tabl...Co-Founder Club Getting Your Startup Started Who Gets What & Why the Cap Tabl...
Co-Founder Club Getting Your Startup Started Who Gets What & Why the Cap Tabl...
 
Prepare Your Startup For Funding: Equity and Cap Tables
Prepare Your Startup For Funding: Equity and Cap TablesPrepare Your Startup For Funding: Equity and Cap Tables
Prepare Your Startup For Funding: Equity and Cap Tables
 
Ldb IMPRESapp Sharing Ideas_Dettori 01
Ldb IMPRESapp Sharing Ideas_Dettori 01Ldb IMPRESapp Sharing Ideas_Dettori 01
Ldb IMPRESapp Sharing Ideas_Dettori 01
 
How to Break Through No Man's Land - The Stage Where Growing Companies Get Stuck
How to Break Through No Man's Land - The Stage Where Growing Companies Get StuckHow to Break Through No Man's Land - The Stage Where Growing Companies Get Stuck
How to Break Through No Man's Land - The Stage Where Growing Companies Get Stuck
 
Pricing in a Post Royal Commission world
Pricing in a Post Royal Commission worldPricing in a Post Royal Commission world
Pricing in a Post Royal Commission world
 
Why Now is the Best Time to Have a Phantom Stock Plan
Why Now is the Best Time to Have a Phantom Stock PlanWhy Now is the Best Time to Have a Phantom Stock Plan
Why Now is the Best Time to Have a Phantom Stock Plan
 
Increase the Value of your Personal Injury Law Firm with FIT
Increase the Value of your Personal Injury Law Firm with FITIncrease the Value of your Personal Injury Law Firm with FIT
Increase the Value of your Personal Injury Law Firm with FIT
 
What is Theory of Constraints?
What is Theory of Constraints?What is Theory of Constraints?
What is Theory of Constraints?
 
Finding your way through the Venture Capital gauntlet
Finding your way through the Venture Capital gauntletFinding your way through the Venture Capital gauntlet
Finding your way through the Venture Capital gauntlet
 
Metrics: Talking about Churn and Retention in the Board Room
Metrics: Talking about Churn and Retention in the Board RoomMetrics: Talking about Churn and Retention in the Board Room
Metrics: Talking about Churn and Retention in the Board Room
 
Key Elements of a Successful Startup
Key Elements of a Successful StartupKey Elements of a Successful Startup
Key Elements of a Successful Startup
 
Angel Funding Made Easy - Shanti Mohan, Founder @LetsVenture
Angel Funding Made Easy - Shanti Mohan, Founder @LetsVentureAngel Funding Made Easy - Shanti Mohan, Founder @LetsVenture
Angel Funding Made Easy - Shanti Mohan, Founder @LetsVenture
 
Now is the best time to start a company… Now what?
Now is the best time to start a company… Now what?Now is the best time to start a company… Now what?
Now is the best time to start a company… Now what?
 
Exit Planning - Maximizing Value Through Pre-Transaction Readiness
Exit Planning - Maximizing Value Through Pre-Transaction ReadinessExit Planning - Maximizing Value Through Pre-Transaction Readiness
Exit Planning - Maximizing Value Through Pre-Transaction Readiness
 
Venture Capital Fundraising PowerPoint Presentation Slides
Venture Capital Fundraising PowerPoint Presentation SlidesVenture Capital Fundraising PowerPoint Presentation Slides
Venture Capital Fundraising PowerPoint Presentation Slides
 
Corporate Finance for Early & Growth Stage Companies
Corporate Finance for Early & Growth Stage CompaniesCorporate Finance for Early & Growth Stage Companies
Corporate Finance for Early & Growth Stage Companies
 
Meetup. Getting Ready for Due Diligence
Meetup. Getting Ready for Due DiligenceMeetup. Getting Ready for Due Diligence
Meetup. Getting Ready for Due Diligence
 
Sre business proposal
Sre  business proposalSre  business proposal
Sre business proposal
 

More from Ricklawboston

Jobs Act Presentation 10.11.12 C
Jobs Act Presentation 10.11.12 CJobs Act Presentation 10.11.12 C
Jobs Act Presentation 10.11.12 CRicklawboston
 
Bentley Presentation C
Bentley Presentation CBentley Presentation C
Bentley Presentation CRicklawboston
 
Series A: Negotiating Term Sheets
Series A: Negotiating Term SheetsSeries A: Negotiating Term Sheets
Series A: Negotiating Term SheetsRicklawboston
 
Convertible Debt for Startups
Convertible Debt for StartupsConvertible Debt for Startups
Convertible Debt for StartupsRicklawboston
 
Travis Drouin MFA on Equity Compensation
Travis Drouin MFA on Equity CompensationTravis Drouin MFA on Equity Compensation
Travis Drouin MFA on Equity CompensationRicklawboston
 
Pearl Meyer on Equity Compensation
Pearl Meyer on Equity CompensationPearl Meyer on Equity Compensation
Pearl Meyer on Equity CompensationRicklawboston
 

More from Ricklawboston (7)

Jobs Act Presentation 10.11.12 C
Jobs Act Presentation 10.11.12 CJobs Act Presentation 10.11.12 C
Jobs Act Presentation 10.11.12 C
 
Bentley Presentation C
Bentley Presentation CBentley Presentation C
Bentley Presentation C
 
Series A: Negotiating Term Sheets
Series A: Negotiating Term SheetsSeries A: Negotiating Term Sheets
Series A: Negotiating Term Sheets
 
Convertible Debt for Startups
Convertible Debt for StartupsConvertible Debt for Startups
Convertible Debt for Startups
 
Travis Drouin MFA on Equity Compensation
Travis Drouin MFA on Equity CompensationTravis Drouin MFA on Equity Compensation
Travis Drouin MFA on Equity Compensation
 
Pearl Meyer on Equity Compensation
Pearl Meyer on Equity CompensationPearl Meyer on Equity Compensation
Pearl Meyer on Equity Compensation
 
128icg Re Boards
128icg Re Boards128icg Re Boards
128icg Re Boards
 

Lucash on Equity Compensation

  • 1. Rick Lucash Special Counsel McCarter & English, LLP 617.449.6568 [email_address] @ricklucash A Piece of the Pie: Equity Compensation for Emerging Technology Companies Travis Drouin CPA, Partner MFA – Moody, Famiglietti & Andronico, LLP 978.557.5335 [email_address] @TravisDrouin Theo Sharp Managing Director Pearl Meyer & Partners 508.630.1498 [email_address] Christine Moore Vice President Pearl Meyer & Partners 508.630.1491 [email_address] David Hughson Vice Consul British Consulate UK Trade & Investment 617.245.4508 [email_address] @UKTI
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 14. Rick Lucash McCarter & English, LLP 617.449.6568 [email_address] @ricklucash @mccarterenglish A Piece of the Pie: Equity Compensation for Emerging Technology Companies Travis Drouin CPA, Partner MFA – Moody, Famiglietti & Andronico, LLP 978.557.5335 [email_address] @TravisDrouin Theo Sharp Managing Director Pearl Meyer & Partners 508.630.1498 [email_address] Christine Moore Vice President Pearl Meyer & Partners 508.630.1491 [email_address] David Hughson Vice Consul British Consulate UK Trade & Investment 617.245.4508 [email_address] @UKTI