Before signing
Executive severance checklist: model every deadline.
Documents to gather
- Severance agreement and release deadline.
- Equity grant agreements, plan documents, and vesting schedule.
- Option exercise windows and post-termination rules.
- Deferred compensation elections and distribution schedule.
- Benefits, COBRA, insurance, non-compete, and consulting restrictions.
Financial questions
- How long does the package support current spending?
- Which equity is forfeited, accelerated, cash-settled, or still exercisable?
- Can you retire, consult, or take a career break?
- What cash is needed before investing the rest?
Review change-in-control equity and golden parachute planning for related situations.
Need package modeling?
We match executives with advisors who can organize cash, equity, deadlines, and retirement choices before signature.