When you’re responsible for managing your private company’s equity plan, it’s critical that you understand the nuances of early exercising an incentive stock option (ISO) and the impact it could have on the financial wellness of your participants.

In this 60 minute webinar, President of SFG Wealth Planning Services, Chuck Steege, CFP, CEP, CKA, and Don Gillotti, CEP and Senior Vice President at Certent, explore the details of pre-vest ISO exercising within a private company and discuss tax savings and timing opportunities. Get details on:

  • Opportunities to exercise ISO grants before they vest
  • Conditions for favorable tax treatment
  • Benefits and risks of an early ISO exercise including implications of a potential IPO
  • And more!

SOME OF OUR 2400+ SUCCESSFUL CUSTOMERS

SOME OF OUR 2400+ SUCCESSFUL CUSTOMERS

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Schedule time to see how our Equity Management solution could help your team.

Get the blueprint

Certent’s comprehensive guide for private companies building an equity plan.

See a demo

Schedule time to see how our Equity Management solution could help your team.

Get the blueprint

Certent’s comprehensive guide for private companies building an equity plan.

About Certent

Certent, Inc. is a leading provider of software and services for equity compensation and financial disclosure management and reporting. Founded in 2002, Certent serves more than 2,400 public, private, and pre-IPO companies with innovative stock plan management, regulatory compliance and reporting technology. With five global offices, Certent delivers confidence across mission-critical finance and HR processes.

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