When and how much to exercise, and whether to use cash or sell-to-cover, carries material tax consequences. We model the trade-offs before you commit.
We calculate your Alternative Minimum Tax exposure and build a plan around it before you exercise your options.
We help you identify the withholding rate of your RSUs so you don't have an unexpected tax bill at the end of the year.
Concentrated stock positions exposes you to unnecessary risk. We build a diversification strategy that reduces your exposure and minimizing capital gains taxes.
We're tech compensation experts
We understand the nuances and complexity of a tech equity compensation package and have spent the last 8 years developing strategies that help our clients keep more of what they earn
Fee only and fiduciary
We don't sell products or earn commissions and are legally obligated to act in your best interest. Nothing other than your success influences our advice
Small client roster, by design
We work with a limited number of clients; not to be exclusive, but to give you the support you need
We build every strategy around your needs, taking the time to understand your full picture before building, implementing, and monitoring our strategy that evolves as your situation changes.
We review your equity, tax situation, and financial goals before making any recommendations.
We walk you through multiple scenarios that highlight the trade-offs between tax exposure and diversification.
We build and execute the strategy with you, from first to final sale.
We review your plan with you regularly and adjust as your situation evolves.
Frederick's company announced its IPO to employees one month before the date. He held ISOs and RSUs and needed a clear strategy fast; when to exercise, what to withhold, and whether to sell or hold after the lockup. We modeled the scenarios, built a plan, and helped execute it, allowing Frederick to save thousands in taxes in the first year after his company went public.
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