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Guiding You to Financial Freedom

Equity Divestment Plan

Our knowledge and experience helping early tech employees, executives, and founders through their equity decisions enables us to craft a concentrated equity divestment plan uniquely tailored to you. While there are general guidelines you can follow to successfully diversify out of a concentrated position over time, they can't address the nuances that make every situation one-of-a-kind.

Our goal is to help you make the most out of your equity by selling the right shares and holding on to the others, avoiding tax strategy pitfalls and thinking ahead to future sales.

Your Equity Divestment Plan includes:

  • An initial 30-minute goals and objectives call to understand your timeline, sell-down and options exercise goals, and holding objectives.
  • A 1-hour mid-point call or video meeting to explore general strategies and potential outcomes in order to narrow down the final plan.
  • A written equity acquisition and divestment strategy over your required timeframe with the aim of strategic profit maximization and multi-year tax efficiency.
  • A general recommendation of the order to exercise and sell your shares in case your situation or the stock price diverges substantially from the written plan.
  • An approximation of the federal tax impact for your proposed divestment and exercise strategies.
  • A 1-hour call or video meeting to deliver the strategy.

Price:

$750 base price, plus:

Grant types:

  • 1 type +$0
  • 2 types +$250
  • 3 types +$375
Grant types include ISO, NSO, RSU, and Restricted Stock.

Number of grants:

  • 1-2 grants +$0
  • 3-4 grants +$125
  • 5+ grants +$250

Unique complexities:

Any additional cost will be agreed on before the engagement.


Is the Equity Divestment Plan for me?

You’re a DIYer for the rest of your planning but want professional help to make the most out of your company's liquidity event.

You already work with an advisor but need specialized guidance around this critical piece of your financial life.

You know what you want to accomplish but aren’t sure of the current and future impact of selling out of different grants.

Getting these decisions right (or wrong) could make a big difference in your ultimate outcome.

If any of these apply to you, you’ll probably benefit from personalized and expert guidance.

If you're looking for help executing your strategy or want to ensure that your strategy stays flexible and current in the face of changing stock prices and evolving personal situation, an equity-focused ongoing engagement would make more sense for you.