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16 May 2018


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I believe that to give competent advice to holders of equity equity compensation, especially when ESOs are involved, requires advisors to be highly competent in understanding

1) the nature of the granted equity
2) The specifics of the terms of the grants
3) The relevant tax consequences and
4) The risk consequences of holding shares for the long term
5) And the costs and penalties of premature exercises

There are few advisors who are substantially competent in the above areas.

It is also a fact that highly competent management of grants of ESOs and other forms of equity compensation raises the costs to the companies making the grants. The companies therefore do not support efficient management.

John Olagues

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