Stock Option Exercise Planning

We help you develop a plan to strategically exercise your employee stock options. Our goal is to relieve you of the burden of deciding when and how much to exercise.

We provide you the following services:

• We provide you analysis of the underlying stock that your option is linked to. We help you identify overvalued and undervalued stock situations.
  
• We help you determine the timing of stock option exercise so that you can work towards maximizing value while minimizing taxes during your appropriate time horizon.
  
• We help you diversify out of a highly concentrated stock position and provide a written strategic plan for investing in new opportunities and building an investment portfolio. (See Investment Management & Analysis)
  
• We provide you education so that you understand what type of option you own.
  
• We guide you through the whole stock option exercise process and make sure that the paperwork is handled in an efficient and expedient manner.