When you look at your stock grants online during a post-IPO lock-up period, you’ll typically see the gross value of your vested and unvested stock awards on that day’s market price.

This price may see-saw wildly from the IPO price. Once your lock-up period ends and you’re allowed to sell shares, the stock price could be much lower or higher (hopefully).

On top of that, your online portal doesn’t show the impact of Federal or state income tax on the gross value of your stock awards.

So, how is the value you see on your screen relevant to your overall investment, tax & estate planning?

That’s why we built this tool, from the ground up, based on what our clients tell us they need to see in order to gain more clarity and confidence around selling their company stock – not only right after the lock-up ends, but also over time, as more shares vest at different strike prices.

It’s one framework we use to help them better prepare – financially, emotionally and mentally – for selling the right shares at the right time, in a way that’s most aligned with their goals and comfort level.

This video is a bit more background and less step-by-step walk-thru (actually none). No worries, that’s coming right up in Part 2.

Enjoy!

Disclaimer: For information purposes only and should not be interpreted as legal, tax or financial advice. Always consult your CPA/tax advisor/attorney (or reach out to us;) to discuss your specific situation. Past performance is no guarantee of future results.