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 ...
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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 ...
Post-Exit Planning and QSBS Rollovers for Founders (with Mark Cecchini)
QSBS, Solved
44 minutes
4 months ago
Post-Exit Planning and QSBS Rollovers for Founders (with Mark Cecchini)
Brady Weller and Mark Cecchini discuss wealth planning strategies and tax savings opportunities (via QSBS) that founders need to consider when experiencing a liquidity event. Contact: Brady@QSBSrollover.com | www.QSBSrollover.com
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 ...
