Executives

Executive Leaning On A Conference Room Table With Colleagues Sitting Down.jpg

When is the best time to sell my company’s stock?

We will help you maximize your money before, during, and after an IPO.

Some of our most rewarding work has been in helping clients navigate the complex estate planning surrounding employer stock options and compensation packages.

What we help with:

  • Stock Option Plans (ESPP, RSU, Concentrated Positions)

  • IPO Planning (Pre-Liquidity, Post IPO)

  • Tax Planning