Maximize the Value of Your Executive Package
RSUs, stock options, deferred compensation, and bonuses can represent the majority of an executive's net worth. We help you optimize every element for maximum after-tax value.
Executive Compensation Challenges
Complex compensation packages create unique planning opportunities—and risks.
Over-concentration in company stock
Complex vesting schedules
High tax rates on exercise/vest
Leaving money on the table
Comprehensive Compensation Planning
We analyze every component of your compensation to identify optimization opportunities.
RSU & Stock Option Analysis
Strategic planning for vesting schedules, exercise timing, and tax optimization to maximize the after-tax value of your equity compensation.
Concentrated Position Strategy
Diversification strategies for large single-stock positions including exchange funds, charitable giving, and structured sales.
Bonus & Deferred Comp
Optimize the timing and structure of cash bonuses, deferred compensation elections, and retention packages.
Executive Benefits Planning
Analysis of SERP, NQDC, split-dollar insurance, and other executive benefits to maximize lifetime value.
Planning for Key Moments
Whether you're approaching an IPO, changing jobs, or planning for retirement, we help you navigate critical transitions.
IPO/Liquidity Event
Pre-IPO planning, lockup strategies, and post-liquidity diversification
Job Transition
Maximize unvested equity, negotiate packages, plan exercise windows
Retirement Planning
Deferred comp timing, SERP distribution, stock exercise sequencing
Ongoing Management
Year-round monitoring and optimization of vesting and exercise events
What We Deliver
Our executive compensation planning goes beyond simple analysis—we provide actionable strategies and ongoing monitoring to maximize your wealth.
The Numbers Matter
The difference between optimal and suboptimal compensation planning can easily be six figures over your career. We've helped executives save hundreds of thousands in unnecessary taxes and capture benefits they didn't know they were leaving on the table.
Stop Leaving Money on the Table
Schedule a confidential compensation review to discover optimization opportunities in your executive package.
Request a Compensation Review