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Structured Equity Solutions

Key Benefits

	Create cash from your stock while deferring a taxable event for years.
	Create cash now, but stagger your tax burden for years to come.
	Eliminate stock price risk for years to come.
	Generate cash without giving up voting rights.

Structured Equity Solutions. For very large investors. Are you in any of the following situations?

You have owned shares in a company for many years, perhaps generations, so your cost basis is very low.

You know you should diversify, but the tax consequences are too great.

You need to cash out but want to defer the tax burden.

You have acquired a company or sold a company and have received shares as consideration in the merger transaction.
You are a current or former company executive who has accumulated a large amount of shares or options.
You operate, or are on the board of a foundation which has received a grant for a large number of shares and/or options.
You are an angel investor or venture capital firm that has received shares as the result of an IPO or merger.

Available Structures:

	Covered Options
	Collars
	Variable Pre-Paid Forward Contract
	just about any other synthetic derivative you can imagine

Things to Consider:

Your stock must be publicly traded, priced above $5/share, and trade more than 100,000 shares per day (Lucent or other similar stocks are a candidate even though they are priced less than $5 because they trade over 1 million shares/day). Otherwise, your stock is not a candidate for Structured Equity.

However, even if your stock is not a candidate for Structured Equity, if your stock has publicly traded options, we can use stock options to create extra income for you.

Get more information Warren Financial Service

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