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Calculators

Option Exercise Calculator

Estimate the cost, taxes, and potential upside of exercising private-company options before an exit.

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Personal Liquidity Calculator

Explore how much liquidity you may be able to access from your private shares without selling them today.

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Sale Calculator

Compare selling shares now against holding them for a future exit, including estimated taxes and net proceeds.

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Tax Calculator

Model the potential tax impact of equity decisions so you can compare scenarios before you act.

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How it Works

The sooner you exercise your stock options, the more you can potentially benefit in tax savings. Owning your equity directly aligns you with your company and enables you to become a true stakeholder.

Shareholders
  • Private shares are used as collateral for an advance of money.
  • Liquid Stock provides cash, use the money for life’s major events.
  • We’re only paid when there’s a major liquidity event (e.g. IPO or acquisition).
  • Your shares are worth more in value than anticipated. Win-win!
    You don’t have to pay more than the value of your shares, even if we’ve provided more money than the value.
Option Holders
  • If you wait to exercise until the IPO you will pay ordinary income on that whole gain.
  • Exercising today could significantly reduce your taxes, especially if you hold Incentive Stock Options (ISOs) or your company’s 409A value is lower than the last round or secondary price.
  • We provide the money to pay your taxes and exercise cost so that you can own your shares today.