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Get a free planning session with a financial advisor who knows how to align your stock options with your personal goals (plus, we can prep and file your 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.
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.
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.
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.
Offline listeners get a $400 discount
Check out Secfi Learn to understand more about your equity
Our team of advisors provide startup builders with equity planning, financial advice, investment management, and opportunities to get exclusive access to private market investments.
