In this episode of "QSBS, Solved", Brady Weller talks with CJ Stermetz, founder of Equity for the Win (EquityFTW), about the world of employee equity compensation, from startup stock options to RSUs at public tech giants. Together they unpack how to evaluate option grants, when it might make sense to exercise, how RSUs are taxed, and why under-withholding can derail a tax plan. They also explore real-world liquidity events, like acquisitions and IPOs, and how founders and early employees can ...
All content for QSBS, Solved is the property of QSBSrollover.com and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In this episode of "QSBS, Solved", Brady Weller talks with CJ Stermetz, founder of Equity for the Win (EquityFTW), about the world of employee equity compensation, from startup stock options to RSUs at public tech giants. Together they unpack how to evaluate option grants, when it might make sense to exercise, how RSUs are taxed, and why under-withholding can derail a tax plan. They also explore real-world liquidity events, like acquisitions and IPOs, and how founders and early employees can ...
Founder-focused QSBS Planning and The Rollover Problem, with Nick King
QSBS, Solved
37 minutes
1 week ago
Founder-focused QSBS Planning and The Rollover Problem, with Nick King
In this episode of QSBS, Solved, Brady sits down with QSBSrollover.com Co-founder and CEO, Nick King, to talk about how founders discover, learn about, and ultimately leverage QSBS. The two retrace their early startup days, unpack how a simple “look into this” became a deep dive into one of the most overlooked tax advantages in the U.S., and explain why they believe founders are among the best capital allocators in the world. They share how their team helps some of the most successful founder...
QSBS, Solved
In this episode of "QSBS, Solved", Brady Weller talks with CJ Stermetz, founder of Equity for the Win (EquityFTW), about the world of employee equity compensation, from startup stock options to RSUs at public tech giants. Together they unpack how to evaluate option grants, when it might make sense to exercise, how RSUs are taxed, and why under-withholding can derail a tax plan. They also explore real-world liquidity events, like acquisitions and IPOs, and how founders and early employees can ...
