Executive Compensation Planning for Pre-IPO Companies: Considerations for Employee Benefits and Corporate Counsel

Mr. Hernandez, a Director with Alvarez & Marsal, advises clients on a variety of compensation and benefit issues with a specialty in executive compensation. He assists with the review, design, benchmarking, and implementation of both non-equity and equity-based compensation programs, performing market analyses to align compensation with a company’s business strategies, and evaluating the tax and accounting ramifications of compensation. Mr. Hernandez helps companies tackle how to effectively and efficiently pay and incentivize their employees. He focuses on restructuring compensation, which means developing both retention and incentive based for both public and private companies, as well as mergers and acquisitions for healthy companies. Mr. Hernandez received a bachelor’s degree in Finance from the Cox School of Business at Southern Methodist University. He is a Certified Executive Compensation Professional (CECP) through the WorldatWork organization.

Ms. Lei, a Senior Associate with Alvarez & Marsal, advises clients on a variety of compensation and benefit issues with a specialty in executive compensation. She assists with the review, design, benchmarking, and implementation of both non-equity and equity-based compensation programs, performing market analyses to align compensation with a company’s business strategies, and evaluating the tax and accounting ramifications of compensation. Ms. Lei helps companies tackle how to effectively and efficiently pay and incentivize their employees. She focuses on restructuring compensation, which means developing both retention and incentive based for both public and private companies, as well as mergers and acquisitions for healthy companies. Ms. Lei received a bachelor’s degree in Finance from the Cox School of Business at Southern Methodist University.

Mr. Yudell, a Senior Director with Alvarez & Marsal, advises clients on a variety of compensation and benefit issues with a specialty in executive compensation. He assists with the review, design, benchmarking, and implementation of both non-equity and equity-based compensation programs, performing market analyses to align compensation with a company’s business strategies, and evaluating the tax and accounting ramifications of compensation issues related to stock options, restricted stock, non-qualified retirement plans and deferred compensation. Mr. Yudell’s expertise includes designing compensation programs for each phase of a company’s lifecycle, including initial public offerings, steady-state, restructuring, and mergers & acquisitions.  He implements strategies, including helping companies tackle how to effectively and efficiently pay and incentivize their employees. Mr. Yudell received a bachelor’s degree in Finance from the Cox School of Business and bachelor’s degree in Economics from the Dedmon School of Humanities and Sciences at Southern Methodist University.  He is a Certified Executive Compensation Professional (CECP) through the WorldatWork organization and a member of the Turnaround Management Association (TMA).