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  Incentive Stock Options?  
       Non Qualified Stock Options? 
            RSUs or Restricted Stock?  
                  Employee Stock Purchase Plan?  

Congratulations!  Now what ?!

You need a plan for what to do with them!

Strategic financial planning can help you answer many questions.  But it doesn't address important tactical considerations.

  • There's no question that as many fortunes have been made from concentrated ownership as have been lost.  What tools are available to you to balance the risks with the opportunity?  
  • When, why, and how should you diversify your equity  compensation?  
  • What are the tax implications of selling, and  which specific lots or options should you sell?  If you have philanthropic goals which lots should you donate?

For an individually tailored approach, please contact us.
Old Field Advisors can evaluate multi year tax management and risk reduction strategies for your concentrated or low cost basis assets and execute customized plans.