Should I hold or sell my vested company stock?

Start with one question: if you received the cash equivalent today, would you buy this much of your employer's stock? Usually the answer is no. We help you set a target for how much to hold and sell the rest down on a schedule, with the tax cost planned for.

How do I avoid a surprise tax bill on my options?

By planning the timing. ISOs can trigger the alternative minimum tax; NSOs and vesting RSUs create ordinary income. We project the tax before you act and sequence exercises and sales to keep the bill manageable.

Can you work within my company's trading windows?

Yes. For executives subject to blackout periods, we coordinate sales through a 10b5-1 plan so you can diversify on a pre-set schedule without running into restricted windows.

Services

Turn equity compensation into real, diversified wealth

Equity compensation can be the largest part of your net worth, and the most confusing. We help you decide when to exercise, when to sell, and how to keep the tax bill from undoing the gain.

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Why this matters

RSUs, ISOs, and NSOs each carry their own tax treatment and their own traps: from the AMT on incentive options to the ordinary-income hit when restricted units vest. Hold too long out of loyalty and you concentrate your wealth, and your risk, in one company.

We bring a plan to the decisions: how much company stock is prudent to hold, how to sell down over time, and how to coordinate every move with your broader tax picture.

The work

What we do

Map your grants: vesting schedules, expiration dates, and the tax treatment of each type.
Decide how much company stock fits your plan, and build a disciplined schedule to diversify the rest.
Plan ISO exercises around the AMT, and NSO and RSU events around your bracket.
Coordinate sales with a 10b5-1 plan when you are subject to blackout windows.
Fold the proceeds back into the plan: taxes set aside, goals funded, risk reduced.

Who this is for

This is built for corporate executives and employees whose compensation includes meaningful equity, especially those holding a concentrated position in their employer's stock.