Stock Option Planning
Maximizing the Value of Your Stock Compensation
We evaluate your past and expected equity activity, helping to formulate a strategy that primarily optimizes for taxes. Whether you’re a founder, executive, or employee, we have the deep expertise to help you take advantage of your company-issued stock options.
Equity Compensation Strategy
Stock Compensation Education.
Even smart people often do dumb things with stock options. A disciplined stock option exercise strategy can prevent some big mistakes and significantly increase the value of your option grant.
We provide you with the necessary resources to facilitate your decisions, explaining the options and risks associated with each choice.
We work collaboratively with you to achieve your goals and offer complete transparency around our own costs and compensation.
Customize our services to your needs, thinking long-term to build an individualized service that is right for you.
Frequently Asked Questions
Equity Compensation Planning Areas
Incentive Stock Options (ISO)
Non-Qualified Stock Options (NQSO)
Restricted Stock & Restricted Stock Units (RSU)
Employee Stock Purchase Plan (ESPP)
Stock Options Process
Learn about your personal situation, explain our services, and disclose fully how we will be paid
Sign the Agreement
Document & Data Gathering