A Superior Pre-IPO Alternative to Sales & Loans


FOR OPTION HOLDERS
Smarter Options
for your Options
You don’t have to sell or enter into recourse term loans to exercise your options.

FOR COMPANIES
A Better Way
Attract and retain employees through a company-wide share ownership plan.

FOR TRUSTED ADVISORS
Optimize your
Clients’ Taxes
Maximize your clients’ net worth and minimize their risk.
We Simplify Complex Problems for Employees & Shareholders of Top Private Companies








Get Cash
Lower Taxes
Minimize Risk
