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SEC PROXY DISCLOSURE REVIEW AND/OR PREPARATION print email

We can assist you with the preparation of your annual proxy statement if you are a public organization that files a DEF 14A with the SEC. The SEC revised its proxy reporting requirements in 2006 and then again in 2009 and we can help you comply with these expanded guidelines.

If you are planning to prepare your own proxy statement, we can review your previous year's proxy and provide recommendations on compliance, content and format for your next version.

If you need further assistance, our consulting services can range from a formal review of your prior year's proxy disclosure statement all the way through comprehensive assistance with the writing and analysis for the upcoming proxy statement.

This work could include assistance with drafting your Compensation Discussion and Analysis (CD&A), Executive and Director Summary Compensation Tables, Equity Tables, Pension Benefit and Non-Qualified Deferred Compensation Tables, Narrative Disclosures, Post Employment Payment Disclosures, including preparing the detailed calculations pertaining to the hypothetical payments that would be made to your executives under various termination scenarios (including a change in control).

 
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