James Lannan

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The Alliance of M&A Advisors is proud to feature this list of experts of all types:

Member for 1 week
Street Address 1
8300 Norman Center Drive
Street Address 2
Suite 1150

Member Description

● Global Stock Plan Services & Executive Financial Services

We focus on Equity & Executive Compensation for Fortune 100 to 500 corporations, collaboratively serving a company’s existing plans with its compensation & human resource professionals to develop comprehensive strategies for:

● Rule 10b5-1 trading plans
● Stock Options
● Restricted Stock Units (RSUs)
● Performance Award Shares & Administration
● Employee Stock Purchase Plans (ESPPs)

● Business, Retirement, Charitable Gift & Estate Planning Strategies

We help individuals and families with significant assets in their company’s retirement plan and business owner whose primary assets are directly connected to the valuation of their company successfully transition into retirement:

● Retirement Income Planning
● Open Architecture Investment & Asset Management
● Concentrated company-stock position management
● Risk Management
● Estate Planning Strategies
● Donor Advised Funds (GIFT Trusts)