Most of your net worth is in one stock you can't sell. Yet.
Tender offers, secondaries, option exercises, IPO lockups — the decisions are timed, irreversible, and taxed differently by instrument. We match employees at late-stage private and recently-public companies with fee-only fiduciary advisors who model the event before the window closes.
Find your company
SpaceX
Public as of June 2026 (Nasdaq: SPCX). RSU settlement taxes, the staggered lockup calendar, and the diversification clock.
OpenAI
PPUs aren't ordinary equity. What's public about profit participation units — and what to ask before you sell.
Figma
Recently public: RSUs settled at the IPO, the lockup is behind you, and now the problem is concentration.
Anthropic, Stripe, Databricks & more
Company pages are added regularly. The decisions are the same shape — start with the tender-offer guide or talk to a specialist.
The questions that bring people here
- A tender offer is open — how much should I sell, and what will I actually net after taxes?
- Should I exercise options before a liquidity event — and what does AMT do to that math?
- My company just IPO'd and my RSUs all settled at once — why is my tax bill bigger than my refund ever was?
- The lockup expired. How fast do I diversify a position that's 80% of my net worth?
- What are PPUs actually worth, and how would a sale be taxed?
Run the numbers first if you like: the tender-offer net-proceeds estimator shows gross → tax → net by instrument in about a minute.
Why a specialist (and why fee-only)
Most advisors see a tender offer or a double-trigger RSU settlement a handful of times in a career. Equity-comp specialists see them weekly: they model the event itself — sale sizing, exercise timing, AMT and its credit, estimated taxes across states, 10b5-1 design after the IPO — before the window closes. The difference between a planned and unplanned sale is routinely six figures of tax.
Every advisor we match is a fee-only fiduciary: paid by you, never by commissions, legally bound to act in your interest. No products, no asset-gathering quotas — just the event, modeled.
How it works
- Tell us about your equity. Company, instrument, rough size, and where you are in the event.
- We match you. A fee-only advisor who works these events follows up within one business day.
- You decide. First conversation is free. No obligation, and we never sell your information.
Get matched with an equity specialist
Free, confidential, no obligation — and if your window is open now, say so and we'll prioritize the intro.