He became fully vested in August and had he waited to exercise his initial grant until he was fully vested, his Alternative Minimum Tax bill would have surpassed $150k. Over his four years with the company, the Fair Market Value has jumped nearly 100x! 📈 When he joined, he received an initial option grant of 105,000 ISOs at $0.06. The company is now in hyper-growth mode, scaling to over 500 employees, nearing $150m ARR, and quickly becoming one of the leading players in this space. One notable conversation last week was with a client who was the second Sales hire at a cybersecurity startup. I've been having a lot of great conversations with clients about tax planning opportunities, exercise decisions, maxing out tax-advantaged before the end of the year, and the list goes on! ⏩ Fall financial review meeting season is in full swing! 🍁
