Stock option planning
is complicated – I can help
You’re about to have a big financial event – an IPO, a SPAC, tender, or acquisition.
You’re ready to celebrate.
But what about your options?
Then you remember…
Maneuvering through stock options and tax decisions, with all of its twists and turns, can feel overwhelming.
I handle them for you - so you can go back to popping champagne.
WHAT I HELP WITH
I work with you and your personal financial team to guide you into making the right tax moves before, during, and after your liquidity events.
I figure out what the moving pieces are — the priority of all these moving pieces — and put together a strategy to meet your goals.
This is my third year working with Minnie. She tells me straight up what's going on with my taxes.
When I was offered our stock buy-out, Minnie really helped me and my wife with the details and tax planning. She is awesome to work with.
Jim + Kelly M.
Minnie is the best. When it comes to my finances, Minnie has always provided me with expert advice.