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.
Downloadable equity resources to share with employees at offer, during onboarding, and when leaving the company.
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 advice
Answers specific questions about options, tax consequences, and helps with personalized financial planning.
Custom consultation for complicated equity scenarios impacting the company, including qualifying for 83(i) elections, managing blackout periods, required filings, employee communication plans, and more.
Financing
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.
Exercising costs can often be out of reach for employees
Non-recourse financing covers exercise costs so employees can own their shares without selling.
You probably have questions about your stock options.
We can help. Find answers, guides, explanatory videos, and more.
