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PSOP (Virtual Plans)

Motivate and Retain Talent: Support for PSOP Setup

A Phantom Stock Ownership Plan (PSOP) is an innovative solution for startups to incentivize and retain top talent without diluting the company’s shareholder structure. By offering virtual shares tied to the company’s financial success, PSOPs align employee interests with business goals while simplifying administration and avoiding formal share allocations.

Our unique approach

PSOPs allow employees to participate in the company’s financial success without becoming formal shareholders. Setting up a PSOP requires careful planning to ensure it motivates employees, protects the company, and complies with legal requirements.


Here’s how we can support:

  • Tailored PSOP Plans: We design plans outlining participant eligibility, pool size, vesting schedules, and forfeiture conditions, tailored to your company’s goals.

  • Core Documentation: We prepare the necessary PSOP documents, including the plan and allocation agreements, ensuring clarity and enforceability.

  • Retention Mechanisms: We implement vesting schedules with features like cliffs and accelerated vesting upon liquidity events to incentivize long-term employee retention.

  • Simplified Administration: PSOPs do not require notarial acts or formal share allocations, making them easier and faster to implement compared to ESOPs.

  • Liquidity Event Planning: We define clear trigger events for payouts, such as exits or dividend distributions, and ensure seamless integration with corporate operations.

  • Tax and Social Security Guidance: We provide advice on the tax implications of PSOP payouts for employees and employers, ensuring compliance and clarity.

  • Alignment with Shareholder Agreements: We integrate PSOP terms with existing shareholder agreements to safeguard company interests.

  • Scalability: We ensure your PSOP can adapt as your company grows, supporting new hires or expanded participant pools.


Our expert guidance ensures your PSOP is legally sound, strategically aligned, and a valuable tool for motivating and retaining talent without diluting ownership.

What we deliver

  • Tailored PSOPs

  • Draft and review of plan and allocations

  • Implementation without notarial acts

  • PSOP pool management

The Team

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Founding Partner (Legal) & CEO

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Managing Associate (Legal)

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Senior Associate (Legal)

Want to learn how Alfred can unlock your business potential?

Book a complimentary intro call with us. We’d love to discuss your needs and how we can assist you.

In progress - new success stories coming soon.

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4.12.24

Success Stories

Supercharging Talent with a Next-Level Equity Plan

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15.11.24

Success Stories

Streamlining Employee Participation Plans with Tax Clarity

Flexible Packages

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500

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PSOP
Participation Plan

CHF 

2'000

+ VAT

  • Preparation of a standard phantom stock plan for startups, including the key legal terms governing employee participation.

  • Up to 2h of calls to discuss the agreement, explain key provisions or answer investor questions

  • Documents: Standard Plan, Allocation Letter, Exercise Notice, Cap Table Sheet, Board Resolution

  • Excluded: Bespoke or highly complex participation structures, international or cross-border plans, tax advice or tax rulings unless separately agreed, and individual one-of-a-kind circumstances

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500

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The Alfred Advantage

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Made by Founders

Alfred is run by successful startup founders. That’s how we are uniquely equipped to see eye-to-eye with entrepreneurs. We know the problems and we find the solutions with you.

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Legal & Business

Our long experience in the startup world has shown us: A symbiosis of legal and business knowledge delivered from a single source brings startups more effective and pragmatic solutions.

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Always Actionable

We know you have no time to theorize. You need actionable solutions now. We do research, so you don’t have to and quickly point you toward impactful adjustments.

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Ready to take your vision to the next level?

Email us at info@alfred.ch or schedule a free introductory call to discuss how we can support you.
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