Smart investing for SaaS founders' liquidity events.
David is juggling two potential acquisition offers for his $2M ARR SaaS company, each with different payout structures and timelines. He also holds $300,000 worth of unvested Restricted Stock Units (RSUs) that will cliff vest in 12 months. His biggest challenge is forecasting the potential after-tax value of his RSUs alongside various investment scenarios from a potential acquisition, and determining if waiting for the vesting period to end makes financial sense.
Using Golden Door Asset's Maturity Value Calculator, David can project the potential growth of his acquisition payout scenarios under different investment strategies. By inputting the initial investment (post-tax acquisition proceeds), expected interest rates, and investment time horizons, the calculator quantifies the maturity value of each scenario. This allowed David to compare the growth of each scenario against the potential forfeiture of his RSUs to make the best decision for his long-term future. The Tax Equivalent Yield Calculator helped him to compare the after-tax returns of taxable versus tax-advantaged investment accounts, optimizing the post-acquisition allocation.
The Maturity Value Calculator allowed David to input different interest rates and compounding periods, reflecting diverse investment options. Integration with tax rate calculators enabled net present value analysis.
$750,000 potential increase in investment returns identified over 10 years through optimized allocation and understanding the impact of RSU vesting versus immediate sale.
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