Calculators; Tools; Decisioning Frameworks

The more data you have; the more informed decision you will make. The tools and frameworks detailed herein can help you as you consider your next steps

Forecasting the Future Value of Your Company

Valuing a company is tricky and full of potential error. The reality is that no one really knows what your company is intrinsically worth (it's ultimately subjective). That said, there are great tools and processes one can use to help determine what you believe your company could potentially be worth -> or at least a range of potential values based on different scenario outcomes. The guide below walks you through the process.

Decisioning Framework: How to Forecast the Future Value of Your Company

Creating Your Selling Plan

Post-IPO, your shares are now liquid, and you now have the ability (outside of blackout periods and lockups) to sell your options/shares for cash. You likely want to start selling--or at least you know you should be--but don’t know how you should go about doing it. You want to minimize regret, and need to balance downside risk, upside reward, your individual financial needs and requirements, and optimize for tax. It's a lot....

At 30-40 Wealth we've helped a large number of individuals develop a tax-smart divestment plan that they feel good about (”no regrets”). Key parts of our framework and approach are detailed below.

Decisioning Framework: Creating Your Selling Plan

Prioritized Selling When You Own Multiple Grants

If you own an alphabet soup of stock comp grants (ISOs, NSOs, RSUs), including many option grants with different strike prices, it can be difficult to know which grants to sell first (and why). Like so many things with stock comp there is "no right answer" for everyone; and what's right for you depends on your holdings and circumstances. That said, the guide below provides a strong framework for most individuals in this situation to to consider as they prioritize

Decisioning Framework: Prioritized Selling When You Own Multiple Grants