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Severance & Change-of-Control Review Checklist preview

Severance & Exit Review

Severance & Change-of-Control Review Checklist

The Severance & Change-of-Control Review Checklist turns your own employment agreement into a structured, line-by-line comparison against the severance and change-of-control provisions public companies actually disclose in their proxy filings. Work through each clause — cash multiple, equity acceleration, benefits continuation, restrictive covenants, 280G handling — recording what your agreement says and what disclosed peer provisions typically show (commonly 1–3x base plus bonus for named officers). It does not tell you what your terms should be; it gives you an organized field-by-field record so you can see, in one place, where your own numbers sit. Every peer band you enter carries its SEC accession or IRS EIN citation, and every figure about your own package is one you supply — this checklist asserts no benchmark of its own.

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What's included

  • A clause-by-clause record comparing your own agreement against disclosed peer provisions
  • Covers cash multiple, equity acceleration, benefits continuation, restrictive covenants and 280G handling
  • Shows what peer proxies typically disclose — commonly 1–3x base plus bonus for named officers
  • Every peer band carries its SEC accession or IRS EIN citation

Prefer live data?

This is included in Executive Pro ($199/mo) as the Severance & Change-of-Control Review tool, inside the app with current SEC and IRS filing data. The file you buy here is yours to keep.

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