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.
Brought to you by the leader in equity planning
30KStartup employees trust Secfi with equity planning*
100'sPrivate companies analyzed and valued*
$48BIn equity value on the platform*
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.
Liquidity and IPO planning
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. Plus, we can also prepare and file your taxes for an additional fee.
1,400+ (v. $1,800)
Offline listeners get a $400 discount
PS. As an independent RIA, we also provide comprehensive financial planning, and investment management.
Our team of advisors provide startup builders with equity planning, financial advice, investment management, and opportunities to get exclusive access to private market investments.