This post walks step-by-step through a case study that estimates the tax impact of exercising startup stock options. I made this for myself, so I figured I’d share. It’s long and boring, but also possibly helpful. Lawyer warning: Before you do anything, talk to a professional! This is a high-level summary to give you an … Continue reading What will the taxes be if I exercise my startup options?
In the last several years at Kickstarter and advising startups, I’ve spent a lot of time trying to build models for awarding stock options in the fairest ways possible, talking to startups about the models they use, and thinking about the different ways to value companies and options. This post explains one simple way to … Continue reading How To Value Your Startup Stock Options— Discount Value