A new comp package, or an exit agreement.
A new offer or an exit agreement is a legal document with your money buried inside it. The deadline often feels tighter than it is, and the terms that matter most are rarely the ones in large print.
The vesting, the clawbacks, and the money math.
Offers and separation agreements are negotiable documents with real tradeoffs: new vesting schedules, clawbacks, restrictive covenants, and equity terms that decide what you actually walk away with. The pressure to sign fast is usually softer than it feels, and the cost of signing without understanding the money math is usually higher. Some dates are set by tax law, and those don’t move. Others are set by your equity plan, and only the company can change them. Find out which kind you have before you assume.
We work the agreement in the same order we work everything else.
Protect. First we read the agreement for what it does to you. The vesting and acceleration terms, the clawbacks and covenants, and the equity language that decides what’s real and what’s conditional.
Subtract, then align. We cut through the legal noise to the handful of terms that move the money, and line them up against your goals and your other equity so you see the whole picture, not just this page.
Build. Then we run the money math. What the package is actually worth, what’s negotiable, and what it means alongside everything else you hold, so you sign knowing exactly what you’re agreeing to. We handle the money. Your attorney handles the legal terms.
The Plan is $5,000 flat, built for delivery within 30 days of kickoff, and backed by the Plan Promise: a full refund, for any reason, if you ask in writing within 30 days after delivery. You keep the plan.
See what’s included and how pricing works →Should someone read my offer or exit agreement before I sign?
Almost always. Most people benefit from having the agreement read by someone whose only interest is theirs before signing, usually an attorney for the legal terms and a planner for the money math. The two jobs are different, and both matter.
How real is the deadline?
It depends on who set it. A date an employer picked for signing can sometimes be moved, so ask. Dates set by tax law don’t move. Examples are the three-month limit for ISO tax treatment after you leave and the 30-day 83(b) election. The window to exercise options after you leave is set by your equity plan, and only the company can extend it. We can’t tell you the answer for your specific deal on a webpage, but it’s rarely a reason to sign something you don’t understand.