adios-transcripts-sample / transcripts /28-Vesting-conditions-Part-2.vtt
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A very important feature of a stock option is its exercise price.
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It remains fixed and the earlier you receive the stock options, the lower the exercise
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price usually is.
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In your growth journey, you should strive to grant options at a lower rather than a higher
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exercise price.
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That sounds obvious, but let us look at that in some detail.
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If you have a high potential employee who has not yet demonstrated performance, you
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could consider two grant methods.
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One for example, grant them 100 fresh options each year after that year's performance,
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which then go on to West over the next 4 or 5 years.
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Two, instead of granting each year, bunch them up and grant them say 200 or 250 options
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today.
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Add them West over the next 4 or 5 years, but link the Westing to performance.
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The second alternative has some advantages.
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One, it comes at a lower exercise price, while the yearly fresh grants would be at an increasing
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exercise price usually.
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A cheaper option is inherently more valuable than a more expensive one, simply because
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the probability of profit is much higher.
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It is more likely for a lower share price to increase compared to a higher one usually.
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Two, by bunching up the grant upfront, you have provided the complete visibility of wealth
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to that employee right away today.
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100 options granted yearly do not do that very effectively.
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While you have granted a large number of options today, you have also ensured yourself against
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a bad performance by linking the Westing to performance and perhaps even by Westing
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them back-ended like 10%, 20%, 30%, 40% over the next 4 years.
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Doing this helps the company because an employee with complete wealth visibility might be more
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motivated and it also usually takes fewer number of options to deliver the same intended benefit
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than what you would need if you were to grant fresh options each year to that employee.
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But when you grant options that Western performance, you need to be extra careful about designing
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your performance conditions.
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Let us look at that next.