Shareholder Royalty Agreement

This checklist for developing employee stock option plans in private companies will guide you through the issues you need to consider and the questions you need to answer.

• The checklist includes such issues as:
  • determing what benefits are to be derived from the plan;
  • pitfalls to avoid;
  • valuation of your business;
  • investment opportunities;
  • drag-along provisions;
  • anti-dilution provisions;
  • liquidity;
  • tax planning;
  • profit sharing.
• This is an invaluable tool for any privately held company that wants to implement an incentive plan for its employees.
• Available in MS Word format.

Make sure that your small business continues on after you retire with this sample Ownership Succession Plan for Family Business.

• This sample Succession Plan is designed to assist the owners of a family operation or other small business in planning for the future of the business following the retirement, disability or death of the principal owner(s), through:
  • training other members of the family or company team in management roles,
  • granting stock options as incentives,
  • setting up a board of advisers with expertise in financial, legal and other areas,
  • developing business plans and initiatives to grow the business and protect the owners' interests.
• If you run a family business and you haven't put together a succession plan yet, don't put it off any longer. Download and complete this template.

Set up an Equity-Based Long Term Incentive Plan in your company with this downloadable template for U.S. companies.

• The Plan was created pursuant to United States securities legislation.
• The Plan allows a company's key employees and officers to participate in the company as stockholders.
• A good incentive plan like this one improves the company's ability to attract and retain top-notch dedicated key employees.
• Awards under the Plan might take the form of stock options, stock appreciation rights, deferred stock or restricted stock, or any combination of these.

Get your copy of the USA Equity Based Long Term Incentive Plan and start rewarding your key people.