An executive in a public company was surprised one Monday morning with a request for his resignation. Caught off guard, one of his first calls was to us. Knowing the stakes involved, we immediately referred him to legal counsel. We prepared a summary of his financial picture with the company, which included a non-qualified deferred compensation plan, non-qualified stock options, company stock, split-dollar life insurance, 401 (K) plan, and severance package. In addition, we recommended a consulting psychologist with experience working with corporate executives to help him map out a successful transition. With the help of legal counsel, he departed the company while protecting his interests and his reputation. Within a few months, he successfully landed a position equal to his talents and we assisted with all the financial details of the transition.

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