FT Solutions, Inc. provides all the documentation
necessary for the complete installation of your Stock Option Plan. This
includes the Plan Document, Board and Shareholder Resolutions, and a Regulatory
Requirements Checklist. Getting started is as easy as 1-2-3!
Depending on how quickly the required information is provided to our staff, we
can have your plan installed, with grants being made, in less than a
Here's how it works:
1) After the acceptance of our proposal, which can
be done via email, we provide you with a User Name and Password to our Client
Menu section (as seen in the above link). [To
request a quote / proposal, click HERE.]
2) Go to the Client Menu and enter your Option Plan
3) Our Stock Option Plan department converts the
Option Plan Specs you entered into an Option Plan Document draft which is emailed for your review.
4) After review, the Stock Option Plan Document is finalized and
returned via emailed.
5) Execute the Plan Document, Board and
Shareholder Resolutions, and file the necessary forms outlined in our Regulatory
That's it! Your Stock Option Plan is
installed and you're ready to begin granting Options!
Our Option Plan Spec sheets are presented in question format so that you do not need to
have all the variables determined prior to completing the form. Our
installation services include consulting on the variations available to you
under the different types of plans: Qualified (ISOs) and
Although a Regulatory Requirements Checklist is provided, FTSI does NOT
guarantee that the list is up to date for your state and recommends that these
forms be reviewed and filed by your attorney.