Posts tagged Financial Planning
Maximizing The Return On Your Incentive Stock Options (ISOs) By Using Their Underlying Leverage

It turns out Incentive Stock Options are not unlike this playground seesaw. By taking advantage of the characteristics of your options, you can both leverage funds you have earmarked for option exercise to increase income while also protecting yourself from the underlying company stock’s potential downside.

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Deciding Whether to Exercise ISOs by Considering the Health of Your Startup

The single most important factor in considering if and when to exercise your options is their underlying value when they reach full liquidity – either through being acquired, following an initial public offering (IPO), or when the team closes shop. The fundamental question is, ‘will my startup succeed?’ But how do you measure this trajectory?

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