Protocol Wealth
Business Owners & Employees

Equity Compensation & Liquidity Planning

Whether you're a founder approaching an exit, an employee with stock options, or navigating token unlock schedules—we help you make informed decisions about your most valuable assets.

Who We Help

Complex equity situations require specialized expertise

Business Owners

Founders, partners, and executives planning for liquidity events, M&A, or succession

Tech Employees

Software engineers, product managers, and executives with significant equity compensation

Crypto/Web3 Teams

Protocol contributors and team members with token allocations and vesting schedules

Types of Equity We Work With

From traditional stock options to digital tokens, we understand the nuances

Traditional Equity
Stock-based compensation
  • Incentive Stock Options (ISOs)

    Tax-advantaged options with AMT considerations

  • Non-Qualified Stock Options (NSOs)

    Ordinary income treatment at exercise

  • Restricted Stock Units (RSUs)

    Taxed at vest, timing strategies matter

  • Employee Stock Purchase Plans (ESPPs)

    Discounted shares with holding period rules

Digital Equity
Token-based compensation
  • Token Grants & Vesting

    Protocol tokens with cliff and linear vesting

  • Token Unlock Schedules

    Managing liquidity around unlock events

  • SAFT/SAFE Conversions

    Early-stage token agreements becoming liquid

  • Airdrops & Retroactive Rewards

    Tax implications of protocol distributions

Our Approach

We help you model decisions before you make them

Inventory
Map all equity holdings, grant types, vesting schedules, and tax lots
Model
Scenario analysis for exercise timing, hold vs. sell, and tax impact
Optimize
Tax-efficient strategies aligned with your financial goals
Execute
Coordinate with your CPA, attorney, and broker for implementation

Key Scenarios We Navigate

IPO & Direct Listings
Pre-IPO exercise decisions, lockup period strategy, and post-IPO diversification planning
M&A & Acquisitions
Cash vs. stock deals, acceleration clauses, and rollover equity considerations
Token Unlock Events
Managing market impact, tax timing, and diversification as tokens become liquid
83(b) Elections
Early exercise strategies and the 30-day election window for restricted stock
AMT Planning
ISO exercise timing to minimize Alternative Minimum Tax exposure
ESOP Distributions
Retirement distributions, NUA strategies, and rollover decisions

Your Equity Deserves Expert Guidance

Equity compensation is often the largest asset on your balance sheet. Whether you're navigating an IPO, managing RSU vesting, or planning around token unlocks—we help you make decisions that align with your financial future.