First, we’ll review your financial situation, including your equity, and make recommendations on ways to enhance your financial position to help you meet your goals.
Next, we’ll build a comprehensive plan for your stock options, shares, and/or RSUs, including a company exit analysis, exercise plan, sell/hold strategy, risk hedging plan, and ways to minimize taxes.
You’ll have direct access to your Secfi advisor for any questions before, during, or after your company’s IPO or acquisition. You’ll also have the option to get your taxes prepared and filed by a CPA schooled in equity.
Flexible payment options available
I realized I’ve been sorely needing your advisory services. So excited to work with you.
The first time I exercised stock options, I got burned. The tax calculations can be so incredibly complicated. You've got to have a plan.
I feel like a small fish in a big pond with wealth advisors. Secfi is exactly what I've been looking for. You get me. You know equity. And you make my life easy.
Our team of advisors provide startup builders with equity planning, financial advice, investment management, and opportunities to get exclusive access to private market investments.