What Happens to Your Stock Options When You Leave a Company: Topics to Review With Your Advisors
A plain-language look at the exercise window, tax, and cash questions that come up when you leave a company holding vested stock options.
Capivise insights
Ideas for sharper advisor conversations.
Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
tax planning
1031 exchange
business sale
financial advisor
advisor-coordination
equity compensation
liquidity event
exit planning
capital gains
estate planning
83(b) Elections on Founder and Early Employee Equity: Topics to Review Before the 30-Day Deadline
The 83(b) election has a strict 30-day filing window with no extensions. These are the topics worth raising with your tax advisor before that clock starts.
Stock Options and RSUs: What to Review Before a Vesting Event
Vesting events create both an opportunity and a tax bill. Reviewing the right questions with a qualified advisor before the event date can make a meaningful difference in the outcome.