San Francisco
Stock Option Analysis & Stock Option Consulting
- When to exercise?
- Should you sell if a pre-IPO liquidity event arises?
- How to pay for your exercise?
- How much to set aside for taxes?
- What about alternative minimum tax?
- How do you prepare for the initial public offering (IPO)?
Put our experience to work helping you maximize your stock options.
- Detailed stock option analysis and a stock option strategies plan
- Quarterly updates to your stock option strategies plan
- Preparation of your tax return
Stock Option Analysis is the way to get all your stock option questions answered, be tax savvy, and take action.
Get started. Schedule your call today.
Recent Blog Articles Related to
Stock Option Strategies & Stock Option Analysis
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Here’s how current and former employees can avoid high taxes and maximize their financial gains from the transaction. Stripe employees and alumni were recently met with a tender offer by the fintech, enabling them to sell restricted stock units (RSUs), shares, and...
What are the Best Investments to Pair with Employee Stock Options?
Anytime we have a client with stock options and an IPO in the future (which is often), we build their financial plan around five key areas: Career Stock Options Taxes Cash Flow Investments You’ll notice that stock options are #2 and investments are #5… Yet so many of...
Employee Stock Purchase Plan (ESPP) 101: How Does an ESPP Work?
Most people are pretty giddy when they get their first job with a stock options package. After all… what is there to not be excited about? If you’re confident in your company and your teammates’ abilities to do their jobs well, it’s a built-in opportunity to grow your...