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Equity Compensation Planning

Equity compensation represents a significant wealth creation opportunity.

Navigating taxes and exercise/sell decisions represents a significant headache.

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Whether you have:
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  • Restricted Stock Units (RSUs)

  • Incentive Stock Options (ISOs)

  • Non-qualified Stock Options (NSOs)

  • An Employee Stock Purchase Plan (ESPP)

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Or any other type of employer stock...

We have you covered.

We've developed and implemented plans to monetize millions of dollars in publicly traded employer stock, private company stock, and qualified small business stock.

We craft monetization plans that consider normal and Alternative Minimum Tax (AMT) consequences, Section 83(b) elections, liquidity needs, 10b5-1 trading rules, and more.

We conduct meticulous valuation and risk analyses to answer when, why, and how much equity to exercise and/or sell.

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