You built something valuable. Now you're sitting on a concentrated position worth more than most people's homes — and the decisions you make in the next 12 months could cost you hundreds of thousands in unnecessary taxes, or leave you overexposed to a single stock.
Dollar amounts on this page are illustrative only and are not indicative of expected outcomes. Actual results depend on your specific facts, tax situation, and market conditions.
Your lockup is expiring, or has expired. Your equity comp strategy made sense during the sprint to IPO. But now you're facing complexity that general-purpose planning often isn't built for: concentrated-position tax optimization, 10b5-1 plans, diversification strategy, market-timing pressure, and the nagging question of whether to hold or sell.
You didn't get rich by guessing. You shouldn't make your biggest financial decision by guessing either.
Engineers, product managers, designers, and executives navigating a liquidity event.
Exactly how exposed you are, quantified.
Hold vs. sell scenarios modeled over 12 and 36 months.
10b5-1 plans, exchange funds, and direct indexing compared.
A three-year view of what your position can fund.
Scenarios for the stock holding, ‑30%, and ‑60%.
Specific steps and dates — what to do, and when.
A free, 25-minute call to understand your situation and see if the diagnostic is a fit.
Intake form, a 90-minute working session, and a full quantitative analysis of your position.
A 12–18 page deliverable with specific recommendations and action steps within 5 business days.
The Concentrated Equity Unwind — the framework behind the diagnostic: concentration math, the tax exposure map, 10b5-1 architecture, and the 90-day plan. Free, readable tonight.
The framework behind our Diagnostic — concentration math, tax maps, and the 90-day plan.
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