Based in the Finger Lakes region of Central New York, we have over two decades of experience delivering investment management and consulting services to clients across the United States. Your company may explain the mechanics of exercising your stock options, but they can't tell you when to exercise or how much you should own relative to your net worth.
Your company may explain the mechanics of excerising stock options, but they cna't tell you when to exercise, how long to hold the stock, or how much you should own as a percentage of your net worth. Althoguh being an entrepreneur can have many payoffs, the demands on your time can make personal financial planning more difficult.
Your company may explain the mechanics of excerising stock options, but they cna't tell you when to exercise, how long to hold the stock, or how much you should own as a percentage of your net worth. Althoguh being an entrepreneur can have many payoffs, the demands on your time can make personal financial planning more difficult.
Services
An Executive VP with a publicly traded company, our client had accumulated a large position in company stock, including restricted shares and a sizable "in-the-money" stock option. He planned to retire at age 60 but had significant expenses in the meantime, including paying for his daughter's wedding and two remaining years of college tuition for his son.
The client was a seasoned entrepreneur who was approached with an unsolicited offer to purchase her company. The acquiring firm wanted the owner to stay on and run a new division, and they were willing to negotiate terms, including an earn-out and bonus provision should she accept. Was the offer attractive enough to offset the opportunity costs of giving up ownership and control?
We had worked closely with this client and her husband for a number of years, managing their personal investment accounts and providing consulting services for their 401(k) plans, 529 accounts and life insurance policies. During an annual client review, the client informed us that her parents' health was beginning to decline, and they were no longer able to manage their own finances.
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