This workshop helps your internal shareholders develop practical, easy-to-implement liquidation strategies that both meet their personal selling goals and fit within your company's trading policy and exteral regulatory requirements.
In this session we equip your internal shareholders with techniques and guidelines for a variety of liquidation scenarios, whether they decide to employ a 10b5-1 selling plan, transfer stock to a trust or charitable foundation or simply sell when the need arises. Each participant leaves with a thorough comprehension of your company’s trading policy and windows, and a clear understanding of why they exist.
Workshop topics vary, depending on each group’s specific needs. Typical topics include:
We have designed selling plans for thousands of insiders, venture capitalists and corporations executing buybacks. We know how to translate your selling requirements into a practical and achievable plan
In this session we equip your internal shareholders with techniques and guidelines for a variety of liquidation scenarios, whether they decide to employ a 10b5-1 selling plan, transfer stock to a trust or charitable foundation or simply sell when the need arises. Each participant leaves with a thorough comprehension of your company’s trading policy and windows, and a clear understanding of why they exist.
Workshop topics vary, depending on each group’s specific needs. Typical topics include:
- Implementing strategies within the legal confines of Rules 16(b) and Rules 144 and 145.
- Reporting requirements attached to these rules.
- Specific guidelines for structuring a 10b5-1 selling plan that achieves your personal selling goals while using your company’s approved plan guidelines.
We have designed selling plans for thousands of insiders, venture capitalists and corporations executing buybacks. We know how to translate your selling requirements into a practical and achievable plan