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RSUs, options, founder stock, and ownership stakes, turned into after-tax wealth on a schedule.
What's included
Know what you hold and what it is worth after tax.
Dates and reasons, not gut feel.
Trade inside the rules, on autopilot.
Unwind concentration without a tax bomb.
401(k), cash balance, and defined benefit for owners.
QSBS, succession, and the sale itself.
The equity lifecycle
Understand the award and its tax clock
A plan waiting before the shares arrive
Timed for taxes, windows, and cash needs
Concentration converted into durable wealth
How it works
Vesting, taxes, deadlines, and risk in one picture.
Exercises and sales get dates and reasons.
Coordinated with your CPA and counsel, then automated.
“Concentration builds wealth. Diversification keeps it. The art is knowing when to switch.”
Start with a complimentary, no-pressure conversation. Bring one question, get a straight answer.
Book Your Complimentary Consult