Unlocking Value in a SaaS Founder's Portfolio
David’s $500,000 portfolio included a significant chunk of RSUs from his company, valued at approximately $200,000. With a possible acquisition in play, the value of these RSUs could skyrocket or plummet depending on the outcome, creating considerable uncertainty and potential tax implications. He was also curious about exploring potential opportunities beyond traditional investment options, specifically if any arbitrage strategies might be viable given his international connections and awareness of currency fluctuations.
We used the Triangular Arbitrage Calculator to evaluate potential currency arbitrage opportunities, factoring in real-time exchange rates and transaction costs. Though no immediate opportunities presented enough profit to outweigh the risk, the analysis highlighted the importance of monitoring global markets. More importantly, we focused on his RSU situation. We modeled various scenarios using tax planning software to project the impact of different liquidation strategies pre- and post-acquisition, including potential tax liabilities and opportunities for diversification. We worked closely with David's CPA to strategize the most tax-efficient approach to managing the RSU exposure.
The Triangular Arbitrage Calculator was used to assess potential risk-free profit opportunities from currency mismatches across three different currencies. The Real Exchange Rate Calculator provided additional data for comparative economic analysis.
$30,000 in potential tax savings by strategically timing RSU liquidation and diversification.
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