Monthly Archives for: September 2014

Phantom Stock reveals untold value
15 Sep

Phantom Stock reveals untold value

Jason has prospered over 20 years as research director for a privately owned medical device company. He was granted 10,000 shares of phantom stock, now worth $150 per share. The value of this phantom stock, at $1.5 million, is now his largest asset. The founder is retiring and Jason has been tapped as chief operating officer. The company is being sold to a private owner, which will trigger a liquidity event.

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