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
Our team of advisors provide startup builders with equity planning, financial advice, investment management, and opportunities to get exclusive access to private market investments.