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Unvested Equity Walk-Away and Make-Whole Schedule preview

Offers & Equity

Unvested Equity Walk-Away and Make-Whole Schedule

Enter your current grants (grant date, type, units, vesting schedule and a value you set for each) and up to six candidate departure dates. The workbook shows the units and entered value you would forfeit on each date, plus any unpaid bonus cycle you add. It pairs each forfeited tranche with a replacement date in a make-whole request schedule and shows the gap by year against a new offer's sign-on and replacement grants. It does no option pricing, intrinsic-value or tax calculation, and it contains no benchmark, default or market figure: every number in it is your own.

ZIP119 KBv1.0.0 · updated October 2026Instant downloadSecure checkout

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What's included

  • The units and entered value you would forfeit on each of up to six candidate departure dates, plus any unpaid bonus cycle you add
  • A make-whole request schedule that pairs each forfeited tranche with a replacement date
  • The gap by year against a new offer's sign-on and replacement grants
  • No option pricing, intrinsic-value or tax calculation
  • No benchmark, default or market figure: every number in it is your own

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CFOCompensation's app runs its tools on current SEC and IRS filing data, from Benchmark ($59/mo). The file you buy here is yours to keep.

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