– Fast-rising executive at a “MAMAA” company.
– Compensated well, but likely below her true market value.
– Wants to take a sabbatical, and travel.
– Contemplating an offer (i.e. a lower salary, but more stock (ISOs, RSUs) – asking her what kind of package she prefers) from a start-up with her former boss, and torn whether to slow down, or take the job.
– Active in the community, and supports causes important to her.
Key Questions
“Can I afford to take the sabbatical, and what impact does this have on my career track?”
“Can I afford to take a lower salary with this start-up? How should I negotiate my package?”
“How can I give back to the charities in a more meaningful way?”
Success Outcomes
+ Determined that even with a sabbatical, she can still retire early at 56. More importantly, realized that time is her most precious commodity, and obtained the courage to take the sabbatical.
+ Evaluated the start-up offer, and quantified the stock package that she’d be leaving behind. Determined that she can likely negotiate more stock with the trade-off of a lower salary, and gain the potential benefits of an 83(b) election with the start-up stock.
+ Established a Donor Advised Fund, and created a funding strategy with highly appreciated stock, that not only reduced her taxes but allowed her to support her community.
Let's Talk About Your Success
“Read our Success Stories” are not actual clients but rather are hypothetical characters and scenarios used to illustrate potential client circumstances where our expertise may be employed. Each client experience is unique and “success,” however it is defined, cannot be guaranteed. However, these hypothetical client experiences are used as examples for where our services may be of benefit.