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Equity and tax planning

Equity-focused financial planning

Work with a financial advisor that specializes in equity to help you decide what to do with your stock options (plus, we’ll prep and file your taxes).

Request a consult
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Exercise now to lock in your current exercise costs.
EQUITY AND TAX PLANNING

Changing jobs? Should you exercise? How to minimize taxes?

Stock options can unlock financial possibilities but knowing how can be challenging. Our financial advisors know equity and startups like the back of their hand, to help you make the right decisions and get set up for financial success.

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Brought to you by the leader in equity planning

30K

Startup employees trust Secfi with equity planning*

100’s

Private companies analyzed and valued*

$48B

In equity value on the platform*
how it works

Get a concrete plan that’ll grow with you

  • Holistic financial review

    We start with a financial review, including your cash flow analysis, how stock options fit in, and your future financial goals, to be sure equity decisions are set in the context of your full financial picture.

  • Equity planning and evaluation

    Next, we’ll evaluate your equity grant including a 409A valuation analysis, model multiple strategies for exercising your stock options, and discuss tender offer or secondary sale decisions.

  • Tax planning and prep

    We go deep to help you understand and minimize taxes based on your financial situation to avoid unwanted surprises. Plus, we can also prepare and file your taxes for an additional fee.

1,800+

Flexible payment options available

Request intro call
01:12

Will I owe taxes when I exercise my stock options?

Meet your advisor

  • Equity and tax planning
  • IPO and liquidity planning
  • Ongoing financial planning
  • Investment management
Meet your advisor
  • Equity and tax planning
  • IPO and liquidity planning
  • Ongoing financial planning
  • Investment management