Stock Equity Planning
Navigating Your Options
For founders, early employees, and senior executives of technology companies, equity compensation has become their most powerful way to build meaningful wealth. But the mix of acronyms can be daunting…
ISO
Incentive stock options
NSO
Non-qualified stock options
RSU
Restricted stock options
PSU
Performance stock options
ESPP
Employee stock purchase plans
And the implications of when to exercise, how to exercise, and the liquidity to exercise can have enormous long-term consequences.
With our backgrounds as tax attorneys and accountants, combined with deep experience advising tech founders and executives, we are experts in guiding clients to maximize their equity compensation.
Now we offer our services broadly through a simple monthly planning fee as low as $499 per month ($6,000 annual fee)!
