Yes, Origin offers robust modeling capabilities to simulate different equity exercise scenarios.
With the exercise simulator, you can input hypothetical amounts of shares or options to exercise across various time periods. The tool will automatically calculate:
- Total exercise cost
- Potential AMT impact
- Projected value based on your current 409a valuation
This allows you to easily compare the financial outcomes of exercising different amounts on varying schedules. You can model various strategies to determine the best plan for your situation.
In addition, those subscribing to Origin get 1-on-1 guidance from a certified financial planner on maximizing their equity compensation. Your planner can provide personalized advice on:
- Tax optimization strategies like 83(b) elections
- Determining ideal timing for option exercises
- Incorporating equity into overall financial planning
- Cash flow planning around equity proceeds
Origin’s exercise simulator is for informational purposes only and should not be relied upon as tax, legal or financial advice.
Comments
0 comments
Please sign in to leave a comment.