Support - Growing / Managing your team: How can I terminate an advisor?
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Diana Trujillo
Updated 19 March 2024
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If you wish to terminate an employee, please visit this article.
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If you wish to terminate a contractor, please visit this article.
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If you wish to terminate a company officer or board member, please visit this article.
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Can't terminate? Check out this article for possible reasons why.
To terminate an advisor, please go to your Capbase Dashboard > Team > Advisor > Terminate advisor.
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Select the name of the advisor to be terminated:
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Confirm advisor to be terminated, as this action is not reversible:
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Enter effective date of termination:
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Confirm if advisor is eligible for re-hire:
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Confirm if advisor is a member of protected employment class:
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Enter final settlement amount, if applicable:
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The amount of vested shares based on termination date is shown.
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If you wish to grant accelerated vesting, you'll check the box and enter the number of shares to be granted accelerated vesting.
Review terms for generating termination paperwork:
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Preview and Sign documents (click on arrow to expand and click on "preview"):
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Once the document is signed, the contractor will be removed from the team page:
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You'll find the termination paperwork by going to your Company Dashboard > Document Room > Timeline view:
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If you have any questions, feel free to reach out to our support team through live chat or via email at support@capbase.com.
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