Executive Planning

Stock Options & RSUs

Stock options and RSUs come with tax, timing, and liquidity risks. We help you plan, exercise, and optimize your equity with confidence.

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OVERVIEW

Aligning Equity with Long-Term Value

Stock options and restricted stock units (RSUs) are powerful tools for attracting and retaining top talentโ€”but they also carry complex tax, timing, and liquidity considerations. At Global Advisers, we help business owners and corporate leaders design, administer, and optimize equity compensation plans that support both company performance and personal wealth.

Whether you’re managing a private cap table or navigating public company vesting schedules, we provide clear, integrated guidance to help you maximize the value of your equity while staying compliant.

Built for Equity-Driven Firms

Stock-based compensation can drive alignment, motivation, and ownershipโ€”when implemented correctly. But it also introduces risk, tax exposure, and compliance obligations that many firms overlook. Thatโ€™s where we come in.

We support business owners, CFOs, and executives in making sense of their option grants and RSUs. From 409A valuations and vesting schedules to liquidity planning and tax strategy, we deliver a full-spectrum approach thatโ€™s tailored to your compensation structure and long-term goals.

Our experience includes both public and private firms, and we help simplify decision-making at each stageโ€”whether you’re granting equity to employees or exercising shares during a blackout window.

Business Account Features

  • Equity Plan Design โ€“ Structure option and RSU plans that align with performance, retention goals, and long-term enterprise value.
  • Vesting & Liquidity Guidance โ€“ Navigate vesting events, expiration dates, and secondary market liquidity opportunities.
  • Exercise Strategy & Tax Planning โ€“ Coordinate AMT, ISO, NSO, and RSU taxation with your broader financial plan.
  • 409A & Valuation Support โ€“ Work with valuation experts to establish fair market value and support defensible pricing.
  • Education & Communications โ€“ Provide employee guidance on how equity works, when to act, and what it means for their future.

Is It Right for You?

Equity compensation solutions are best suited for firms and individuals looking to turn ownership into long-term value. This approach is right for you if:

  • Youโ€™re granting RSUs or options and need help structuring plan rules.
  • You want to understand the tax impact of exercising or selling stock.
  • Youโ€™re planning a future liquidity event or capital raise.
  • Youโ€™re an executive with concentrated equity exposure and limited cash.
  • You want to educate employees on how to use their equity wisely.

Key Benefits

Whether you’re managing a plan for hundreds of employees or receiving your first grant, equity compensation doesnโ€™t need to be overwhelming. We help reduce uncertainty, clarify timing decisions, and protect your after-tax outcomesโ€”turning stock options and RSUs into a strategic advantage, not a financial burden.

  • Plan Confidence โ€“ Know exactly what you own, what itโ€™s worth, and when it makes sense to act.
  • Tax Optimization โ€“ Reduce tax drag and coordinate equity with other income streams.
  • Better Timing โ€“ Avoid surprises around vesting, expiration, or sudden liquidity needs.
  • Integrated Advice โ€“ Connect your equity with cash flow, investments, and estate plans.
  • No Sales Pressure โ€“ Independent guidance with no conflicts or commissions.

Fees & Expenses

We do not sell products or accept compensation from plan providers. Our services are priced based on the scope of engagement, including flat-fee project work, hourly consulting, or ongoing advisory retainers.

All pricing is quoted upfront, with no hidden costs or commissionsโ€”so you can move forward confidently with a clear view of what youโ€™re paying and what youโ€™ll receive.

Need help making the most of your equity?

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