Negotiation Guides

CFO Severance and Change-of-Control Terms Review Checklist

Your own employment agreement, severance plan, change-in-control plan, equity award agreements, clawback policy and ownership guidelines go in. Out comes one inventory of every exit and protection term, recorded as written with its document and section, plus a list of questions for your own attorney. The PDF checklist shows where each term usually sits. The workbook records each term, lays out the cash multiple, benefits months and notice period for each scenario (without cause, good reason, change in control with single or double trigger, death or disability, retirement), and shows in text and units how each scenario treats the vesting of each grant. It contains no peer figures, no typical terms and no tax, excise or valuation modelling: every term and number is your own, entered from your own documents.