Equity Compensation
A plan for your options, RSUs, and ESPPs, not just a spreadsheet.
Just some of the questions
we answer with Equity Compensation
What’s the difference between stock options, RSUs, and ESPPs?
When should I exercise my options?
How do I avoid a surprise tax bill from vesting or exercising?
Should I sell shares as they vest, or hold them?
How much of my net worth should be tied up in company stock?
What happens to my equity if I leave the company?
How does an upcoming IPO or acquisition change my strategy?
What is AMT, and could it affect me?
How do I diversify without missing out on upside?
How we make Equity Compensation Easy
Understanding what you actually have
Options, RSUs, and ESPPs all work differently, and the fine print in your grant agreement matters. We start by making sure you actually understand what you hold and when it becomes real money.
Planning around vesting and exercise
We help you think through when to exercise, when to sell, and how to avoid triggering a larger tax bill than necessary.
Managing concentration risk
If a meaningful part of your net worth is tied up in your company’s stock, it’s worth having a plan that balances staying invested in the upside without putting too much at risk in one place.
Coordinating with your broader financial plan
Your equity decisions affect your taxes, your investments, and your long-term goals. We make sure they’re working together, not made in isolation.
Preparing for a liquidity event
Whether it’s an IPO, acquisition, or secondary sale, we help you get ahead of the decisions instead of scrambling when it happens.
Reviewing as your equity and goals evolve
New grants, changing vesting schedules, a shift in your company’s outlook, we revisit your plan as things change, rather than setting it once and moving on.
Frequently Asked Questions
Your company’s plan documents explain what you have, but they won’t tell you what’s right for your personal tax situation or financial goals. That’s where a coordinated plan matters.
If most of your net worth is tied to one company’s stock, a downturn at that company affects your paycheque and your net worth at the same time. Diversifying reduces that risk without necessarily giving up on the company’s future.
Depending on the type of award, exercising options or vesting RSUs can trigger tax at different times and rates. Planning around this in advance can meaningfully reduce what you owe.
Understand your vesting schedule, any lock-up periods, and your tax exposure well before the event happens, not after, so you’re ready to act instead of reacting.
Get started with a 30-min call!
- Find out how it all works
- Ask whatever questions you like
- Decide if we’re a good fit
By completing this short survey, we’ll know enough about your situation to connect you with one of our professional advisors.
We’ll email you a calendar link within 1 business day so we can get you acquainted with the right professional.
