Our Planning Services for Stock Plan Participants
MAXIMIZE THE VALUE OF YOUR EMPLOYEE EQUITY COMPENSATION
We know from experience that many employees are confused and have many questions.
- Which Stock Option Grants should I exercise?
- Which Equity Grants should I hold?
- Do my Employee Stock Options Expire?
- Are my Underwater Stock Options worth anything?
- What is the Tax Treatment of my Employee Stock Option Exercise?
- Can I use my Employee 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 HELP OPTIMIZE YOUR EMPLOYEE EQUITY PLAN AND EXERCISES TO REDUCE YOUR RISK