Equity Compensation

At SAX, we specialize in helping you navigate the complexities of your equity compensation. We pride ourselves on partnering with our clients to maximize the after-tax value of their equity.

We welcome you to reach out to SAX’s Equity Compensation Practice to discuss your specific situation, needs, and goals.


  • Stock Option Exercise Planning: Considering exercising your stock options? Let us help! Exercising your stock options can be a black box of what do I owe, when, and to whom? SAX can help you map out an exercise strategy to help you minimize taxes and maximize cash flow.
  • Planning Strategies for Equity Grants: We work with clients to understand their goals, objectives, and timelines, helping to structure their grants for tax and cash flow efficiency.
  • Qualified Small Business Stock Planning: Did you acquire your stock early in your company’s life cycle? Your stock may be eligible for a potential exclusion of gain up to 100%. Our team can help review the requirements of code section 1202 and determine if you are eligible for this powerful tax benefit.
  • Liquidity Planning and Third Party Financing on Private Company Stock: Are you navigating a secondary or tender offer? Trying to understand that third-party financing model? Our team specializes in navigating the intricacies of private company stock transactions. Moreover, we can help you quantify your after-tax outcome, map out when any estimated tax payment may be due, and identify any planning opportunities that may arise in the year of a liquidity event.

Your equity is more than just a stake in a company – it’s a key to your financial future.

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