stock-based compensation doesn’t have to become a life complication

We work with successful professionals and executives to maximize the value of their stock-based compensation by avoiding unintended tax consequences, understanding the value of your stock options and shares, and implementing a plan to monetize them.

The opportunity to earn an exceptional level of compensation comes with considerable complexity from tax implications, rights and obligations specific to your firm’s shareholder plan, and your personal financial situation. At times, this can feel like an upfront financial commitment in exchange for a potential windfall of indeterminate size and timing.

The innovative products you and your company develop are meant to be disruptive to existing competitors, but your stock-based compensation is not meant to be disruptive to your personal financial situation.

Paceline can help you:

• Understand the value of your stock-based compensation, and what milestones need to occur for it to achieve considerable value

• Avoid common pitfalls that limit investment returns and financial flexibility

• Develop a plan of when and how much of your options should be exercised

• Consider the impact of how your money being invested in company stock will affect your financial situation during its holding period

• Evaluate how company stock fits into the broader view of your financial assets, and work to avoid concentration in a single company

• Identify your financial goals, and implement a comprehensive financial plan to achieve them over an appropriate time horizon

• Evaluate your choices when considering a large financial transaction such as purchasing a home, or balancing competing priorities of paying down debt while saving for retirement

LEARN MORE:

Please feel free to contact us with any questions, or to setup a free, no-obligation consultation to discuss your needs and how Paceline can help.