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Everything you need to save cash and compensate key employees with stock options!

One of the easiest, best and relatively economical ways to motivate valuable employees is to give them a piece of ownership in your company through shares of stock. Stock options are great for rewarding employees, contractors and other contributors to your business for their continued support, contributions and long-term commitment. They will feel the ownership, and enjoy the reward of staying the course and helping you to build your business.

Why stock options and not just shares?
If you gave your employees the actual shares now, they would be immediately liable for income tax based upon the value of the shares today. With stock options, you are promising them that they can buy shares in the future, based upon your share price today... since you haven't actually paid them anything and therefore there would be no tax liability. So, stock options are the way to go.

Employee Stock Options Vesting
Here's how your people get only the shares they earn: Vesting gives shareholders the right to purchase an increasing percentage of their shares as time goes by… For example, using a 5-year stock options vesting schedule, a person would be eligible to purchase only 20% of their stock options at the end of the first year. This way, if an employee or partner quits (or you must fire them), they can purchase only a prorated fraction of their original allotted number of stock options based upon the amount of time they actually worked for you. Forfeited shares go back into the option pool.

Here's what you get with Stock Options Builder:

StockOptionBuilder is a software system that manages a collection of sample employee stock options template documents written in Word that you can easily edit or reformat to your liking. It also includes several Excel spreadsheet tools for managing and tracking your employee stock options — just fill in the variables and print.

Complete sets of both Incentive/Qualified Options Plan AND Non-Qualified Options Plan documents are included. (Instructions explain the differences and provide step x step direction.)

• Cover Letter to Employees
Dear employee... Here is the paperwork that says, “You get a piece of the action…” Read these documents, sign them, and file everything for the future — you will share in the wealth as the value of the company increases. It's actually a formal letter explaining the contents of the packet (most of this product) that you are giving them.

• Stock Option Agreement
This makes the incentive real in the minds of your employees and partners. All the benefits of owning shares (except voting rights) without the tax liability — pay for the shares and the taxes when the value has been built. Usually when your company is acquired or goes public, a simultaneous transaction is created whereby you and your employees purchase the options and immediately receive the proceeds.

• Stock Option Plan
Describes all of the legal details of a properly executed incentive stock option plan. What you and they can and cannot do, vesting, what to expect, dates, contingencies, disclaimers, etc.

• Summary of Terms of the Stock Option Plan
This handy information sheet further explains many of the details involved in an Incentive Stock Option Plan.

• Common Stock Purchase Agreement
When it’s time to actually purchase the stock, you have the paperwork to complete the process.

• Stock Options Planning & Tracking Worksheet
Use this Excel spreadsheet to list all of your shareholders as well as option holders. Keep track of when you gave the options, the option price, vesting—automatically calculates the balance of shares available for other employees and contributors.

Track your shareholders with this "checkbook-like" spreadsheet

Track the details of your stock options allocations — automatically calculates balances.

• Board of Directors’ Approval
The formalities are serious. This makes it official. We make sure that you do it right. Fill in who gets how much stock, have your Board of Directors sign it, and you have officially approved granting stock options to your people. Use this handy form over and over again whenever you want to issue more options.

More often than not, sound legal documents can be purchased over the internet to cover better than 99% of most company's needs. I have found Stock Option Builder to be a good example. As to implementation directions, the plan clearly states all relevant responsibilities, obligations and processes - it's all here. 5 of 5 Stars!
- Dennis Thomas, Knowledge Foundations, Westminster, CA

Create your own stock certificates — buy attractive preprinted forms from PaperDirect

Unique JIAN system manages files, just edit using Word® & Excel®

There are no new programs to learn — Stock Options Builder is easy to use and works with your familiar Office software.

• Just scroll through each section and edit using your familiar Microsoft Word or Excel Office applications.
• Experts' comments throughout each section, in green, explain issues and make suggestions to help you do it right.
• You can add, edit and customize any document the way you like.
• Drag and drop sections to change the order.
• Collaborate over a network, server or the Internet (Each user requires their own licensed copy.)
• Check the boxes for each section you want to include.
• You can even add your own external documents, new sections and print to PDF.

The MIDAS system enables you to easily add your own documents into the system.

Everything you need to create an employee incentive stock options plan —Easy to edit & complete

You can put your complete employee incentive stock options plan in place yourself for a fraction (a very small fraction) of the cost of having it written from scratch. Then have your attorney (please see a specialist) or our affiliated law firm review it for completeness. Stock Options for your employees—a piece of the action... "golden handcuffs"... managed your way.

Supported by the Burk & Reedy Law Firm

Click here for some Stock Options Legal FAQs

 

 

No New Software to Learn — Just Download and Get Started!

There are no tricky computer programs or applications to learn. As soon as you download these Word & Excel templates you can get started right away...

60-Day “Get-the-Job-Done” Money-Back Guarantee

If the JIAN Business Productivity ToolKit doesn't help you build your business, we will buy it back from you! JIAN is here to help you succeed.

Now you can motivate your people to increase profits, improve efficiency, and enable you to grow.