We help Tech Execs manage stock options and RSU

Questions we help our clients answer:

• How do I turn my stock into a windfall without complicating my life?

• When should I exercise, and when do I sell?

• What steps can I take to minimize taxes?

• How do I negotiate stock options in a job offer?

Let’s have a brief discussion About your financial world

Jeremy Bohne,
Principal & Founder

Paceline helps tech executives in Boston and on a remote basis by professionally managing investments and delivering financial planning. As a fee-only fiduciary, Paceline is required to place your interests first and does not accept sales commissions.

Jeremy is a Cornell MBA whose professional experience spans from comprehensive financial planning to institutional investing, insurance, and management consulting. Clients value his investment expertise, listening skills, and attention to details

RSUS 6 CONCENTRATION

Large RSU positions create real planning pressure.

Company stock can quickly become your largest asset. We help you manage concentration risk, tax impact, and diversification in a thoughtful way.

STOCK OPTIONS

Private company optionscome with critical decisions.

We help you evaluate exercise timing. liquidity scenarios, and the potential value of your options at each stage of growth.

IPOS & LOCK UPS

Going public creates a new set of considerations.

We help you prepare for the IPO process, plan for the lockup period, and make informed decisions when you're finally able to sell.

TENDER OFFERS & SECONDARIES

Liquidity events can be more complex than they seem.

We help you evaluate tender offers and secondary sales, understand the tradeoffs, and create a plan for the proceeds.

MBA / ACQUISITIONS

An acquisition changes your options and your plan.

We help you understand how your equity will be treated, model different outcomes, and make decisions in a compressed timeframe.

JOB CHANGES

A career move can trigger important deadlines.

Leaving a company can start the 90-day option exercise clock and create major tax and planning decisions. We help you navigate the transition with confidence.

Your equity has grown significantly.

Your RSUs or options are now a meaningful part of your net worth, creating concentration risk and bigger decisions.

A liquidity event may be on the horizon.

Your company may be planning an IPO, a tender offer, or an acquisition, and you want to be prepared for what comes next.

You're considering a job change.

A new role can trigger option deadlines, affect your equity, and create important tax and financial planning decisions.

Your equity has grown significantly.

You're looking for a coordinated plan that connects your equity decisions with your broader financial life, taxes, and goals.

Understand your equity

We help you make sense of your RSUs, options, and other equity compensation, and how they fit into your overall financial picture.

Evaluate your options

We model different scenarios, including taxes, timing, and liquidity, so you can compare your choices with clarity.

Create a coordinated plan

We align your equity decisions with your broader financial plan, including investments, tax strategy, and lifestyle goals.

Adapt as your career evolves

As your company, role, and goals change, we help you revisit your plan and make adjustments along the way.

 Is one company outcome becoming
too important to your financial life?

It your tech equity has become meaningful - or could become meaningful quickly - the right next step is a conversation about your actual tax time and anale