Equity Based Compensation Planning

Price and Delivery

If you’re navigating a pre-IPO or Post IPO equity, or dealing with complex equity scenarios, this program provides in-depth guidance. Delivered over 7 meetings, the flat fee is $12,000.

Planning Focus:
Empower you with strategies for equity compensation, liquidity planning, and wealth integration covering everything from stock option exercises to tax and estate considerations.

Approach:
Our comprehensive process includes:

Evaluation and education on stock options and RSUs
Guidance on 83(b) and 10b5-1 elections
Strategy for exercising stock options
Analysis of lending and financing options, including cashless exercise
AMT considerations for ISOs
Post-exercise analysis with sell strategy and price point recommendations
Investment planning for proceeds, including exchange funds
Cash flow and lifestyle income planning with structured and alternative investments
Tax planning in coordination with your tax advisor
Estate and charitable planning with your attorney

Advantage:
Navigate the complexities of equity compensation with confidence. We simplify decisions, optimize timing, and integrate your equity strategy into a Comprehensive financial plan

AP-Financial, LLC dba AP Investment Management is a registered investment adviser. Advisory services are only offered to clients or prospective clients where AP Investment Management and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by AP Investment Management unless a client service agreement is in place.

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COMPANY INFO

DISCLOSURE

Contact Details

Phone

Office # 650-618-1091

Email

apillai@ap-wealth.com