Equity Compensation
A Strategic Tool for Visioneries
Equity can be one of the most powerful wealth-building tools available and one of the easiest to mismanage. We help you manage risk, structure smart selling strategies, and align your equity compensation with your long-term goals, replacing rushed decisions with calculated choices.
The Complexity Most People Underestimate
Not all equity compensation works the same way, and treating it as one bucket is where most costly mistakes start:
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Incentive Stock Options (ISOs) - Can offer favorable tax treatment, but exercising and holding can trigger Alternative Minimum Tax (AMT) liability that catches people off guard if it isn't planned for in advance.
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Non-Qualified Stock Options (NSOs) - Taxed as ordinary income at exercise, which makes timing and cash flow planning especially important.
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RSUs & RSAs - Straightforward on the surface, but often lead to concentrated, undiversified positions if left unmanaged after vesting.
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Employee Stock Purchase Plans (ESPPs) - Offer a real discount, but the tax treatment differs meaningfully depending on how long shares are held before selling.
Where We Add the Most Value
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Exercise & Sale Timing — Coordinating when to exercise, hold, or sell to manage tax exposure and avoid unnecessary AMT surprises.
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83(b) Election Planning — For qualifying early-exercise situations, this election must be filed within 30 days of grant — miss the window, and the opportunity is gone permanently.
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Concentration Risk Management — Building a deliberate diversification plan so a single employer's stock doesn't define your entire financial picture.
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Cash Flow Coordination — Planning around exercise costs and tax liabilities well before they're due, not scrambling when a tax bill arrives.
We Help You Answer
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Should I hold or sell my vested equity?
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What's a smart, tax-efficient exit strategy?
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How do I diversify and reduce risk?
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How does equity fit into my long-term financial and estate plans?
Our Process
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Assess - Full inventory of your equity grants, vesting schedules, and tax treatment.
2. Strategize - A coordinated exercise, sale, and diversification plan tied to your broader financial goals.
3. Execute - Timed action that accounts for taxes, cash flow, and market conditions
4. Monitor - Ongoing adjustment as grants vest, tax law shifts, or your goals change
We turn uncertainty into a strategy that works for you.
Have equity compensation decisions on the horizon?