Resources
ePapers & Guides
Free resources designed to help tech executives make informed financial decisions. Download our guides and start building a stronger financial future.
6 Missed Tax & Financial Planning Opportunities by Founders and Early-Stage Executives
The company Founder, or early-stage Executive, is understandably so laser-focused on the business that the Founder typically misses opportunities to position and secure her financial future on the personal side. These missed opportunities can ultimately cost the Founder hundreds-of-thousands, if not millions, in taxes and savings.
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9 Financial Must-Haves for the Emerging Executive
Building a solid financial foundation is critical for the long-term sustainability of your personal success. Having to fall back, or lose out, may not only delay a life goal, but perhaps leave you stuck in financial hardship. Download our ePaper for the nine financial must-haves for the emerging executive.
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7 Biggest Mistakes Tech Executives Make
For many of our clients (i.e. successful Technology Executives), typically, at least 50% of their overall compensation comes from their company's stock plans, in various forms (e.g. RSUs, ISOs, NQSOs, SARs, Deferred Compensation, ESPP, etc.). Although it can be exciting to know that their compensation can be significantly enhanced by their company stock, oftentimes, they make common mistakes that ultimately cost them hundreds-of thousands, if not millions, in total compensation. Download our ePaper to read the seven most common mistakes our firm sees when working with Executives.
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