Offer Compensation Planner · Eccles Full-Time MBA

Bring In an Offer from the Comp Negotiation Tool

Paste the transfer text you copied from that tool's Offer Comparison tab (Corporate mode only — the field sets match). Fills base, signing, bonus %, equity, vesting, clawback trigger/basis, and tax rate for both the initial offer and counter.

Startup offers can't be exchanged with the Comp Negotiation Tool. That tool has no equivalent for SAR stake, phantom equity, or KPI-weighted bonuses — this mode isn't bridgeable in either direction. Use Corporate mode if you need to transfer an offer.

Base Salary

Base Salary Year 1 ($)

Annual Base Growth (%)

Performance Bonus (KPI-weighted)

Select the target interval you expect the business to reach:

Revenue Growth (50% weight)

Expense Controls (25% weight)

Gross Margin (25% weight)

Benefits & Reimbursements

QSEHRA Health Allowance ($/yr) tax-free

Phone / Comms ($/yr)

Phantom Equity / SARs

Current Valuation ($)

Expected / Target Valuation ($)

Downside Valuation ($) e.g. flat / no growth

Upside Valuation ($)

Granted Growth Stake (%)

Vesting Framework

Vesting Forfeiture / Retention Schedule of your EQUITY: leave before N months → % retained

Departure & Clawback Terms recovery of PAID CASH

Cash Subject to Clawback ($) e.g. signing / relocation bonus

Applies To

Trigger

Repayment Basis

Tiers leave before N months → % repaid

Other Clawback Triggers optional notes

Optional: After-Tax Estimate

Est. Effective Tax Rate on Cash (%) rough blended estimate · leave 0 for pre-tax only

Non-Cash Negotiables the easy wins — no dollar value

Counter-Offer optional — model your ask

Base Salary & Cash Bonus

Base Salary Year 1 ($)

Annual Base Escalator (%)

Target Bonus (% of base)

Signing Bonus ($, Year 1)

Equity (RSUs)

Initial RSU Grant Value ($)

RSU Vesting Schedule

Annual Refresh Grant ($)

Refresh Vesting Schedule

Vesting Forfeiture / Retention Schedule of your EQUITY: leave before N months → % retained

Departure & Clawback Terms recovery of PAID CASH

Cash Subject to Clawback ($) often equals your signing / relocation bonus

Applies To

Trigger

Repayment Basis

Tiers leave before N months → % repaid

Other Clawback Triggers optional notes

Optional: Benefits (modeled)

401(k) Match (% of base) counts toward the benefits total

Other Benefits your estimate of annual cash value — counts toward benefits total

For Reference (not in totals)

Employer Health ($/yr) recorded & saved, but excluded from the model

Optional: After-Tax Estimate

Est. Effective Tax Rate on Cash (%) rough blended estimate · leave 0 for pre-tax only

Non-Cash Negotiables the easy wins — no dollar value

Counter-Offer optional — model your ask

Send This Offer to the Comp Negotiation Tool

Copy this transfer text and paste it into that tool's "Bring In an Offer from the Offer Compensation Planner" box (Step 3). Vesting years, clawback terms, and tax rate for the counter now reflect what you've set in the counter-offer panel below, independent of the initial offer.

Base Salary

Performance Bonus (KPI-weighted)

Benefits & Reimbursements

Phantom Equity / SARs

Departure & Clawback Terms recovery of PAID CASH

Optional: After-Tax Estimate

Non-Cash Negotiables the easy wins — no dollar value

Counter-Offer optional — model your ask

Base Salary & Cash Bonus

Equity (RSUs)

Departure & Clawback Terms recovery of PAID CASH

Optional: Benefits (modeled)

For Reference (not in totals)

Optional: After-Tax Estimate

Non-Cash Negotiables the easy wins — no dollar value

Counter-Offer optional — model your ask

4-Year Compensation Model