Equity Based Compensation Planning
Transform complex RSUs, stock options, and equity grants into a clear, strategic financial plan. We help you navigate timing, tax implications, and exercise strategies, turning your equity compensation into actionable steps that align with long-term financial goals, support major life milestones, and support your overall portfolio.
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.
Flat Fee:
$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.
Our 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 analysis
- 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.