Valuing Your Non-Qualified Stock Options

  Valuing your non-qualified stock options is vital to formulating a proper equity compensation strategy. Understanding the components of stock option valuation can help you determine when and how to exercise and sell your stock options.  While incorporating equity compensation into a holistic financial plan can, and often does, call for an approach that might […]

Stock Option Basics For Startup Employees

Joining a startup is an exciting endeavor. It’s fun, hectic, frustrating and provides an opportunity to learn and gain skills that aren’t as easy to come by in a more corporate environment. The lure of a startup often comes in the form of company stock options, which offer the potential to provide the recipient with […]

5 Questions to Ask When Receiving Equity Compensation

5 Questions to Ask About Your Equity Compensation 1. WHAT TYPE OF GRANT(S) DID YOU RECEIVE? It sounds like common sense, but plan documents can be massive and confusing with their investment jargon and legalese. It’s important to work through your plan document to fully understand what type or types of grants you’ve received and […]

Restricted Stock Units – Should You Hold or Sell?

Congratulations, you’re either in a position where your company has granted you Restricted Stock Units (RSUs) or you’ve recently accepted an offer that includes them in your compensation package. Restricted stock units are a terrific benefit. When planned for correctly they can be a major catalyst propelling you towards your financial goals. Creating Your Plan […]