Equity Planner

Compare multiple equity strategies side by side to find the best approach for your situation.

1. Grant Details

2. Tax Profile

3. Scenarios

4. Results

Grant Details

Grant Type

Total Vested Shares

Strike Price ($)

Current FMV ($)

Preferred Price ($)

Expected Exit $/Share

Years to Exit

Tax Profile

Filing Status

State

Annual Income ($)

Configure Scenarios

Adjust the parameters for each scenario. We pre-fill common comparisons.

Scenario	Exercise Cost	Tax Cost	Ownership Kept	Est. Net Proceeds	Risk Notes

Net Proceeds Comparison

Understanding the comparison

Exercise now: You pay the strike price and potentially AMT now, then hold shares. If you hold for 1+ years, gains at sale qualify for long-term capital gains rates.

Exercise at exit: No upfront cost, but the full spread is taxed at ordinary income rates (for NSOs) or may trigger AMT (for ISOs with a disqualifying disposition).

Partial sale/tender: Sell some shares in a secondary transaction to cover costs while retaining upside on remaining shares.