Step 1/4

Are You Planning To Sell Some Of A Large Position In One Company's Stock, And Want A Plan For The Tax Before You Do?

(Stock options, RSUs and vested shares all count)

If no - STOP AND LEAVE THIS PAGE

Step 2/4

How did you end up with most of it?

Step 3/4

Imagine… seeing what a sale would cost you in tax, and a plan to keep more of it, before you sell a single share.

Roughly how much is the position worth today?
(i) Your tax number on a sale today
(ii) A plan for when and how much to sell
(iii) All of it in writing before you decide anything

Thank you. Now pick a time for your concentrated stock strategy call.

Step 4/4 - Your answers go to your advisor before the call. The booking form asks one more thing: the best number to reach you 👇

(Please wait 1-3 seconds for the calendar to load)

Thank You For Your Honesty

This call is built for people with $500,000 or more in one company's stock who want a plan for the tax before they sell. Based on your answers, it does not look like the right fit for you right now, and that's ok.

If your position or plans change, we would welcome a conversation.