De-risking a big liquidity event.
David's company was gaining significant traction, presenting him with the complex challenge of managing substantial RSU holdings. He needed a clear understanding of his potential gains, tax implications, and how best to diversify his portfolio without jeopardizing his financial future, especially with a potential IPO or acquisition looming.
Using the Percentage Return Calculator, we projected various scenarios for David's RSU gains based on potential acquisition prices and IPO valuations, revealing a potential $350,000 gain if the company reached a specific valuation. We then utilized the Put Option Calculator to explore strategies for hedging against downside risk, allowing David to lock in a minimum profit while still participating in potential upside, securing 80% of the projected gain.
The Percentage Return Calculator was used to model potential RSU gains, while the Put Option Calculator provided insight into hedging strategies. Data was sourced from David's equity compensation plan and current market analysis.
$350,000 gain secured and strategic diversification for long-term financial stability.
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