Equity Compensation & Liquidity-Event Planning

TECH | BIOtech | BUSINESS OWNERS

Jeremy Bohne, CFP®, CEPA
Financial Advisor & Founder

 
 

We Can help You with

YOUR PRIORITIES

  • Decide when to sell employer stock

  • Prepare for a liquidity event

  • Reduce taxes and avoid surprises

  • Invest and grow sale proceeds

 

YOUR NEEDS (ANY OF THESE)

  • RSUs and stock options

  • IPO and lockup planning

  • Acquisitions and PE-backed exits

  • Selling your business

 

Why Choose Paceline?

Paceline is an independent, fee-only registered investment adviser (RIA) for tech and biotech executives and professionals with equity compensation or a concentrated stock position, and for business owners facing a liquidity event. We work with clients before, during and after the event: before shares vest, a deal closes, a lockup ends or a business sells, and after the proceeds arrive. Starting early gives you the most options, but it’s never too late. We work with clients in the Boston area and across the country remotely.

Jeremy Bohne, the Founder of Paceline, is a CERTIFIED FINANCIAL PLANNER® professional, Certified Exit Planning Advisor (CEPA), Cornell MBA, and three-time recipient of the Five Star Wealth Manager award. His professional background spans comprehensive financial planning, institutional investing, insurance, and management consulting. Clients value his investment expertise, listening skills, and attention to detail.

 
 
 

FIDUCIARY 

We are required to act in the best interest of clients at all times.

 
 

INVESTMENT EXPERTISE 

With a background in managing multi-billion dollar portfolios for institutions, we’ve got true investment experience at a scale most financial advisors lack.

 
 

COMMISSION-FREE 

Our simple, transparent fee schedule makes it easy to understand what you’re receiving and what you’ll pay. No surprises.

Rest assured that your accounts will always be maintained at institutions you can trust.

 

We have been featured in:

 

Financial Planning Case Studies

Note: These case studies are hypothetical and should not be construed as a guarantee.

 
 
 

CASE STUDY 1
M&A Windfall 

Alice was the eighth employee to join her startup, and now that they’ve been acquired, she needs to turn her stock option windfall into a lasting victory.

Learn more
 
 

CASE STUDY 2
TECH EXEC IN TRANSITION

Brad started his career in software sales and rose quickly. Since reaching the VP level, he has begun to attract attention and he is weighing his next career move.

Learn more
 
 

CASE STUDY 3
Retirement on the horizon 

Dan and Lisa are planning for retirement and looking to balance retiring when they want, and accomplishing what they want in retirement.

Learn more