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MAXIMIZE THE VALUE OF YOUR EQUITY COMPENSATION

We know from experience that many employees are confused and have many questions.

  • Which grants should I exercise?
  • Which ones should I hold?
  • Do my Stock Options Expire?
  • Are my Underwater Options worth anything?
  • What is the Tax Treatment of my Option Exercise?
  • Can I use my Stock Options to plan for retirement?
  • Is there an Equity Compensation Diversification Strategy that can lead to Disciplined Wealth Building?

OUR PROCESS

WE’LL GIVE YOU A SIMPLE METRIC TO OPTIMIZE YOUR EQUITY EXERCISES AND REDUCE YOUR RISK

Free 30 Minute Analysis and Planning Session

You should know these five things about your equity compensation:

ONE

Do you know how much you’d leave on the table if you left your company?

TWO

Do you know how much leverage there is in your current equity grants?

THREE

Do you know the stock price at which you to meet your financial goal?

FOUR

Do know just how much of your net worth is concentrated in company stock?

FIVE

Do you know the optimum time and/or price to exercise your stock option grants?