Explore the Possibilities
Own Your Future
Understanding your choices during this time can be complicated. Having a plan to evaluate what comes next is important2.
Understand the Details
Review the terms of the transaction to understand your choices and when decisions need to be made.
Assess Your Current Situation
Assess your current equity compensation and potential changes in the context of your unique situation.
Consider Your Full Financial Picture
Evaluate your decisions in terms of your overall financial picture and your goals.
Review Potential Tax Implications
Working with your tax professional, consider how potential taxes may impact your decision making. 1
Resources To Help You Prepare
Stay informed during this time of change with relevant education and tools. Learn how the transaction may affect your finances and equity awards, along with steps you can take to feel more confident.
Take Stock of Your Equity Awards
Whether you have questions or need a little more guidance, working with a Financial Advisor who is experienced in equity compensation related to M&A deals can help you be more confident on the road ahead.
Your Partner, Every Step of the Way
Disclosure
1 Morgan Stanley Smith Barney LLC and its affiliates and employees do not provide tax or legal advice. Please consult your personal tax and legal advisors for matters regarding taxation and tax planning and legal matters.
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2 Personalized advice may require the opening of a Morgan Stanley Smith Barney LLC account with a Financial Advisor and may require minimum asset levels. Other eligibility requirements, fees and costs may apply and certain products and services are not available to or appropriate for all clients or all types of Morgan Stanley accounts. Certain listed benefits of working with a Morgan Stanley Financial Advisor such as tax management services are available through the Morgan Stanley investment advisory platform. More information about understanding the differences between Morgan Stanley brokerage and advisory relationships can be found in the Understanding Your Brokerage and Investment Advisory Relationships brochure available at https://www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Other fees may apply should you choose to open an account with Morgan Stanley. There is no fee for a goals-based plan; however, a fee may be charged for a financial plan. For more information about financial planning services, please refer to the applicable Form ADV brochure at www.morganstanley.com/adv. Information about account fees and other important information can be found at www.morganstanley.com/iai
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