Insights
Award-by-award planning checklists you can run before, during, and after the client meeting.
A quarter-by-quarter roadmap: grant inventory, blackout periods, 10b5-1 plans, 83(b) decisions, and every filing deadline in order.
Open the calendarA guided document request list you can send to a new executive client — fillable, unbranded, and ready for your own letterhead.
Open the checklistLockups, early exercise, liquidity windows, and the decisions that need to happen before the window opens.
Open the checklistThe 30-day clock, when the election helps, when it hurts, and the filing steps in order.
Open the checklistMapping expiration dates, funding the exercise, and the tax consequences of each path.
Open the checklistCharacterizing, valuing, and dividing vested and unvested awards alongside the client's attorney.
Open the checklistPut a number on the unvested equity being left behind — and negotiate replacement value before signing.
Open the checklistEligibility, holding periods, stacking, and the documentation that has to exist from day one.
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