04
Business owners & equity
RSUs, options, and selling a business two years before the sale, not two weeks.
Led by
June Okafor
Projects from $3,500, or included in Ongoing planning
What we do
A business sale or a large vest changes everything else in a plan, and the best decisions are made years before the event. June maps out entity, payroll and gifting choices well ahead of a sale, and plans option exercises around your tax bracket.
After the sale, she turns the proceeds into the same thing every other client has: a plan, a paycheck and a portfolio you understand.
What you get
Pre-sale planning, two to five years out
RSU, ISO and ESPP schedules
Concentrated stock diversification plan
Post-sale income plan
The rest of the plan
Talk to the advisor who leads it.
A twenty-minute call, no paperwork. You’ll speak to the person who would actually do the work.