Employee education sessions and guides
Different types of stock options and an introduction to equity tax treatment.
Deep dive on option exercise scenarios, tax strategies, and planning around an IPO or exit.
Advanced concepts for large shareholders, including gift and estate tax, trusts, and charitable giving.
Custom education to get ahead of key moments that trigger employee questions around their equity.
Equity planning tools
Access to a set of tools to calculate total exercise costs, see detailed tax reports, and understand how much your options could be worth.
Personalized financial planning
Answers specific questions about stock options, tax consequences, and offers 1:1 financial planning.
Non-recourse financing helps employees exercise stock options early to unlock tax savings.
Liquidity financing allows current shareholders to get liquidity now without selling shares.
You probably have questions about your stock options.
We can help. Find answers, guides, explanatory videos, and more.