Paceline helps technology executives and employees make clearer decisions around stock options, RSUs, concentrated company stock, IPOs, acquisitions, and private-company liquidity events.
Turn complex equity compensation into a clear, coordinated plan
Make informed decisions about options, RSUs, taxes, and timing
Plan for major events like IPOs, tender offers, acquisitions, and career transitions
FOR TECHNOLOGY EXECUTIVES, LEADERS, AND KEY EMPLOYEES
Whether you're at a VC-backed, PE-backed, or public company, equity is likely the most important part of your compensation package. That creates extraordinary opportunity—but also real complexity.
Company stock can quickly become your largest asset. We help you manage concentration risk, tax impact, and diversification in a thoughtful way.
We help you evaluate exercise timing, liquidity scenarios, and the potential value of your options at each stage of growth.
We help you prepare for the IPO process, plan for the lockup period, and make informed decisions when you're finally able to sell.
We help you evaluate tender offers and secondary sales, understand the tradeoffs, and create a plan for the proceeds.
We help you understand how your equity will be treated, consider different outcomes, and make decisions in a compressed timeframe.
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.
These situations often trigger important financial decisions. We help you think through the tradeoffs with a clear plan, not just a quick answer.
Your RSUs or options are now a meaningful part of your net worth, creating concentration risk and bigger decisions.
Your company may be planning an IPO, a tender offer, or an acquisition, and you want to be prepared for what comes next.
A new role can trigger option deadlines, affect your equity, and create important tax and financial planning decisions.
You're looking for a coordinated plan that connects your equity decisions with your broader financial life, taxes, and goals.
We deliver practical planning for complex equity compensation, and how it fits into your broader financial situation.
We help you make sense of your RSUs, options, and other equity compensation, and how they fit into your overall financial picture.
We consider different scenarios, including taxes, timing, and liquidity, so you can compare your choices with clarity.
We align your equity decisions with your broader financial plan, including investments, tax strategy, and lifestyle goals.
As your company, role, and goals change, we help you revisit your plan and make adjustments along the way.
Practical, experience-based insights on the key decisions tech executives and employees face.
Your company was acquired and your equity paid out. Decide what the money is for first — then reserve for taxes, invest deliberately, and read your new grants.
Most directors and VPs at Amazon, Google, and Microsoft didn't choose to make employer stock their largest asset. Here's what happens when tax aversion, a market decline, or a layoff forces the decision for you.
Facing a 90-day window to exercise your ISOs after leaving a private company? Understand IRS rules, potential AMT impact, and the liquidity challenges involved.
The IPO is done. The celebration is over. Now comes the part that actually matters. The 180-day lockup period is not a rest period — it is the planning period. Here's what employees with stock options and RSUs need to understand about liquidity, valuation, and taxes before the lockup expires.
You just got the notice. Your company is running a tender offer — a program that lets employees sell some of their shares for cash while the company is still private — and there's a closing date. Now you're stuck on one question. How much should you sell? The instinct most people feel is to treat this as a simple yes-or-no bet on whether the company still has room to run. In reality, it’s much more nuanced than that.
If your tech equity has become meaningful—or could become meaningful quickly—the right next step is a conversation about your actual grants, taxes, timing, and goals.
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 comprehensive financial planning, institutional investing, insurance, and management consulting. Clients value his investment expertise, listening skills, and attention to detail.