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Proactively help your team navigate their equity decisions up to and through an IPO.
Equity 101: Basics of equity compensation
Different types of stock options and an introduction to equity tax treatment.
Equity 201: Strategizing your equity
Deep dive on option exercise scenarios, tax strategies, and planning around an IPO or exit.
Equity 301: Executive-level planning
Advanced concepts for large shareholders, including gift and estate tax, trusts, and charitable giving.
Milestone guides: New funding, tender offers, or updated 409A valuations
Custom education to get ahead of key moments that trigger employee questions around their equity.
Proprietary 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.
Introductory assessment with a Financial Advisor
Answers specific questions about stock options, tax consequences, and offers 1:1 financial planning.
Exercise financing
Non-recourse financing helps employees exercise stock options early to unlock tax savings.
Liquidity financing
Liquidity financing allows current shareholders to get liquidity now without selling shares.
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