FREE GUIDE
FREE GUIDE
Ready to lose the Golden Handcuffs?
Check out our Guide to Managing Concentrated Stock
FREE GUIDE
Ready to lose the Golden Handcuffs?
Check out our Guide to Managing Concentrated Stock
What We Do
Concentrated Stock Planning & Corporate Exit Services
Whether you're managing a concentrated stock position or planning your move out of corporate, we build personalized plans that aim to minimize your tax bill and get you where you want to go.
What We Do
Concentrated Stock Planning & Corporate Exit Services
Whether you're managing a concentrated stock position or planning your move out of corporate, we build personalized plans that aim to minimize your tax bill and get you where you want to go.
What We Do
Concentrated Stock Planning & Corporate Exit Services
Whether you're managing a concentrated stock position or planning your move out of corporate, we build personalized plans that aim to minimize your tax bill and get you where you want to go.
Concentrated Stock Position Planning
If $1M+ of your net worth lives in a single stock, your company's, an inheritance, a position you've held for decades, you have a real problem and a few good options.
We help you understand which strategies actually fit your situation. Some that we can help you consider:
Exchange funds
for diversifying without triggering taxes
Direct indexing
for long-term tax-efficient diversification
10b5-1 plans
for executives subject to trading windows
Charitable remainder trusts
for highly appreciated positions
Qualified opportunity zone funds
for deferring large capital gains
Section 1202 / QSBS planning
for founders
Concentrated Stock Position Planning
If $1M+ of your net worth lives in a single stock, your company's, an inheritance, a position you've held for decades, you have a real problem and a few good options.
We help you understand which strategies actually fit your situation. Some that we can help you consider:
Exchange funds
for diversifying without triggering taxes
Direct indexing
for long-term tax-efficient diversification
10b5-1 plans
for executives subject to trading windows
Charitable remainder trusts
for highly appreciated positions
Qualified opportunity zone funds
for deferring large capital gains
Section 1202 / QSBS planning
for founders
Concentrated Stock Position Planning
If $1M+ of your net worth lives in a single stock, your company's, an inheritance, a position you've held for decades, you have a real problem and a few good options.
We help you understand which strategies actually fit your situation. Some that we can help you consider:
Exchange funds
for diversifying without triggering taxes
Direct indexing
for long-term tax-efficient diversification
10b5-1 plans
for executives subject to trading windows
Charitable remainder trusts
for highly appreciated positions
Qualified opportunity zone funds
for deferring large capital gains
Section 1202 / QSBS planning
for founders
Corporate Exit Planning
Leaving corporate is life decision dressed up as a tax and investment problem.
You've received RSUs, ISOs, NSOs, deferred comp, maybe held onto a chunk of company stock. The wrong exit timing or strategy can hand a year or two of income straight to the IRS. The right one funds the next chapter.
We build exit plans that cover the four things that actually matter:
Smart tax strategy
exit in the year that costs you the least
Health coverage
bridging the gap between corporate insurance and Medicare
Income plan
knowing exactly what funds your life and from where
Timeline
knowing exactly when you can pull the ripcord
Corporate Exit Planning
Leaving corporate is life decision dressed up as a tax and investment problem.
You've received RSUs, ISOs, NSOs, deferred comp, maybe held onto a chunk of company stock. The wrong exit timing or strategy can hand a year or two of income straight to the IRS. The right one funds the next chapter.
We build exit plans that cover the four things that actually matter:
Smart tax strategy
exit in the year that costs you the least
Health coverage
bridging the gap between corporate insurance and Medicare
Income plan
knowing exactly what funds your life and from where
Timeline
knowing exactly when you can pull the ripcord
Corporate Exit Planning
Leaving corporate is life decision dressed up as a tax and investment problem.
You've received RSUs, ISOs, NSOs, deferred comp, maybe held onto a chunk of company stock. The wrong exit timing or strategy can hand a year or two of income straight to the IRS. The right one funds the next chapter.
We build exit plans that cover the four things that actually matter:
Smart tax strategy
exit in the year that costs you the least
Health coverage
bridging the gap between corporate insurance and Medicare
Income plan
knowing exactly what funds your life and from where
Timeline
knowing exactly when you can pull the ripcord
Our Process
Your Path to Post-Corporate Freedom
01
Introduction
We'll get to know each other and discuss your situation, goals, and what's driving you to consider pulling the ripcord.
02
Discovery
Your advisor reviews your tax returns and investment statements to spot opportunities and potential roadblocks.
03
Get Organized
We gather and organize all your financial information to create a complete picture of where you stand today and understand your top priorities.
04
Strategic Plan
We develop your long-term strategy covering concentrated stock management, investments, taxes, and more.
05
Action Plan
You'll receive your detailed implementation roadmap with tailored strategies for executing each step of your journey.
06
Implementation
Execute your exit strategy and move toward post-corporate life. Navigate the key moves you need to get where you want to go
Our Process
Your Path to Post-Corporate Freedom
01
Introduction
We'll get to know each other and discuss your situation, goals, and what's driving you to consider pulling the ripcord.
02
Discovery
Your advisor reviews your tax returns and investment statements to spot opportunities and potential roadblocks.
03
Get Organized
We gather and organize all your financial information to create a complete picture of where you stand today and understand your top priorities.
04
Strategic Plan
We develop your long-term strategy covering concentrated stock management, investments, taxes, and more.
05
Action Plan
You'll receive your detailed implementation roadmap with tailored strategies for executing each step of your journey.
06
Implementation
Execute your exit strategy and move toward post-corporate life. Navigate the key moves you need to get where you want to go
Our Process
Your Path to Post-Corporate Freedom
01
Introduction
We'll get to know each other and discuss your situation, goals, and what's driving you to consider pulling the ripcord.
02
Discovery
Your advisor reviews your tax returns and investment statements to spot opportunities and potential roadblocks.
03
Get Organized
We gather and organize all your financial information to create a complete picture of where you stand today and understand your top priorities.
04
Strategic Plan
We develop your long-term strategy covering concentrated stock management, investments, taxes, and more.
05
Action Plan
You'll receive your detailed implementation roadmap with tailored strategies for executing each step of your journey.
06
Implementation
Execute your exit strategy and move toward post-corporate life. Navigate the key moves you need to get where you want to go
What to Expect
Your Freedom Timeline
We know you're eager to move forward. Here's exactly what progress looks like at every stage of your exit journey.
30 Days
Getting Clear
Complete your discovery process and organize all your financial information. We'll create a complete picture of your current situation and identify immediate opportunities.
90 Days
Strategic Planning
We'll work to construct strategies to manage your concentrated stock position, minimize your tax bill, and map your timeline to freedom and the key moves to make to get there.
6 Months +
Execute
Your plan is being implemented with tailored strategies in action. Your investment portfolio, tax strategies, and financial plan are working in coordination for your family's goals.
What to Expect
Your Freedom Timeline
We know you're eager to move forward. Here's exactly what progress looks like at every stage of your exit journey.
30 Days
Getting Clear
Complete your discovery process and organize all your financial information. We'll create a complete picture of your current situation and identify immediate opportunities.
90 Days
Strategic Planning
We'll work to construct strategies to manage your concentrated stock position, minimize your tax bill, and map your timeline to freedom and the key moves to make to get there.
6 Months +
Execute
Your plan is being implemented with tailored strategies in action. Your investment portfolio, tax strategies, and financial plan are working in coordination for your family's goals.
What to Expect
Your Freedom Timeline
We know you're eager to move forward. Here's exactly what progress looks like at every stage of your exit journey.
30 Days
Getting Clear
Complete your discovery process and organize all your financial information. We'll create a complete picture of your current situation and identify immediate opportunities.
90 Days
Strategic Planning
We'll work to construct strategies to manage your concentrated stock position, minimize your tax bill, and map your timeline to freedom and the key moves to make to get there.
6 Months +
Execute
Your plan is being implemented with tailored strategies in action. Your investment portfolio, tax strategies, and financial plan are working in coordination for your family's goals.
Our Services
Choose Your Exit Strategy
We have services for one-time corporate exit plans as well as ongoing support to manage your concentrated stock and financial life. Our goal is to get you from corporate to freedom.
one time strategic plan
$6,500
Timeline:
3-6 months
Get a complete strategic plan covering concentrated stock strategy, tax planning, and your corporate exit timeline. Built once, yours to implement at your own pace.
Complete roadmap
Concentrated stock strategy
Tax optimization planning
Cash flow projections
Implementation timeline
ongoing planning
1.25% AUM
(decreasing with account size):
Timeline:
Ongoing Relationship
Full-service planning and investment management for clients who want ongoing concentrated stock oversight, year-round tax planning, and a steady hand through the exit and beyond.
Everything in strategic plan
Investment management
Annual plan updates
Ongoing tax planning
Concentrated stock oversight
Our Services
Choose Your Exit Strategy
We have services for one-time corporate exit plans as well as ongoing support to manage your concentrated stock and financial life. Our goal is to get you from corporate to freedom.
one time strategic plan
$6,500
Timeline:
3-6 months
Get a complete strategic plan covering concentrated stock strategy, tax planning, and your corporate exit timeline. Built once, yours to implement at your own pace.
Complete roadmap
Concentrated stock strategy
Tax optimization planning
Cash flow projections
Implementation timeline
ongoing planning
1.25% AUM
(decreasing with account size):
Timeline:
Ongoing Relationship
Full-service planning and investment management for clients who want ongoing concentrated stock oversight, year-round tax planning, and a steady hand through the exit and beyond.
Everything in strategic plan
Investment management
Annual plan updates
Ongoing tax planning
Concentrated stock oversight
Our Services
Choose Your Exit Strategy
We have services for one-time corporate exit plans as well as ongoing support to manage your concentrated stock and financial life. Our goal is to get you from corporate to freedom.
one time strategic plan
$6,500
Timeline:
3-6 months
Get a complete strategic plan covering concentrated stock strategy, tax planning, and your corporate exit timeline. Built once, yours to implement at your own pace.
Complete roadmap
Concentrated stock strategy
Tax optimization planning
Cash flow projections
Implementation timeline
ongoing planning
1.25% AUM
(decreasing with account size):
Timeline:
Ongoing Relationship
Full-service planning and investment management for clients who want ongoing concentrated stock oversight, year-round tax planning, and a steady hand through the exit and beyond.
Everything in strategic plan
Investment management
Annual plan updates
Ongoing tax planning
Concentrated stock oversight
Who we help
We work with ambitious professionals who want to make smart moves and wise next steps.
You've worked hard to build wealth, but that wealth has become golden handcuffs. You know you have enough money to make a change, but you'd like help making smart moves with your exit plan and your company stock.
Maybe you want to start consulting. Perhaps you're dreaming of early retirement by the beach. Or you simply want the freedom to choose how you spend your days without worrying about benefits or cash flow.
We help equity holders and high-earners who are ready to pull the ripcord but want expert guidance to do it right. Our clients typically have $2 million or more in assets and are going through a major life transition.
If you're looking for a tax-smart investment and financial plan, you're exactly who we help.
Who we help
We work with ambitious professionals who want to make smart moves and wise next steps.
You've worked hard to build wealth, but that wealth has become golden handcuffs. You know you have enough money to make a change, but you'd like help making smart moves with your exit plan and your company stock.
Maybe you want to start consulting. Perhaps you're dreaming of early retirement by the beach. Or you simply want the freedom to choose how you spend your days without worrying about benefits or cash flow.
We help equity holders and high-earners who are ready to pull the ripcord but want expert guidance to do it right. Our clients typically have $2 million or more in assets and are going through a major life transition.
If you're looking for a tax-smart investment and financial plan, you're exactly who we help.
Who we help
We work with ambitious professionals who want to make smart moves and wise next steps.
You've worked hard to build wealth, but that wealth has become golden handcuffs. You know you have enough money to make a change, but you'd like help making smart moves with your exit plan and your company stock.
Maybe you want to start consulting. Perhaps you're dreaming of early retirement by the beach. Or you simply want the freedom to choose how you spend your days without worrying about benefits or cash flow.
We help equity holders and high-earners who are ready to pull the ripcord but want expert guidance to do it right. Our clients typically have $2 million or more in assets and are going through a major life transition.
If you're looking for a tax-smart investment and financial plan, you're exactly who we help.
Ready to Pull the Ripcord?
You've built serious wealth in corporate, but now you're ready for something bigger. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.
Ready to Pull the Ripcord?
You've built serious wealth in corporate, but now you're ready for something bigger. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.
Ready to Pull the Ripcord?
You've built serious wealth in corporate, but now you're ready for something bigger. We help equity holders and high-earners escape the golden handcuffs and transition to the life they actually want to live.