ESOP Planning & Strategy Call

For startup employees navigating ESOPs from Series A to IPO. We will cover:

• How your grant actually works — vesting, cliffs, strike price, fair market value

• The exercise tax trap and when (or whether) to exercise

• Dilution math, down-rounds and what your grant is really worth today

• Tax at exit — LTCG, STCG, secondary sales, buybacks

• Negotiation: cash vs ESOP trade-offs in your offer

You'll leave with a clear go/no-go on exercise and a number you can defend.