The Academy
Everything you need to know
about equity comp.
195 structured articles. Curated entry points for the moments that matter. A biweekly publication for what's happening now. Search what you need — or start with your situation.
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Start with the basics.
Five foundational articles, roughly an hour of reading. Don't fit any of the situations below? Begin here.
All Equity 101 →Find Your Starting Point
Where you are right now.
Eight situations clients face. Two foundational primers everyone benefits from. Each one is a curated reading list — work through it in order, or skip to what you need.
You got a tender offer
An employer-led liquidity event with a tight window. Evaluate, plan, decide.
8 ARTICLESYour company is being acquired
Acquisitions can compress months of equity decisions into days.
7 ARTICLESYou're changing jobs with vested equity
Departure rules, exercise windows, and the choices that cost most.
7 ARTICLESYour company is going public
Pre-IPO planning, lockup logistics, and the first year post-listing.
8 ARTICLESYou have a concentrated stock position
Frameworks for getting from concentration to diversification — on your terms.
8 ARTICLESYou have valuable private-company stock
Exercise sequencing, AMT planning, and decisions you can make today.
8 ARTICLESTax strategies for a concentrated position
DAFs, QSBS, exchange funds, and the levers that actually move the bill.
8 ARTICLESYear-end equity planning
What to do in October. What to finalize in December.
7 ARTICLESBrowse the Reference
By category.
The full reference encyclopedia. 146 articles organized into seven categories. Filter by article type if you know what you're looking for.
Biweekly Publication
Equity Advantage
A short, sharp letter for tech professionals navigating equity. New issue every other Tuesday. No general "personal finance." Just equity, written by someone who actually does it.
"It's Only Ever Gone Up..." Don't Get Caught in This Trap
Recent from Equity Advantage
What's on the desk.
"It's Only Ever Gone Up..." Don't Get Caught in This Trap
6 MIN READWhen an ISO Qualifying Disposition Costs You MORE in tax (thanks Washington)
5 MIN READSpaceX’s Stock Price Is Being Pulled by Four Unusual Forces. Don’t Anchor to the $225 Price Spike.
8 MIN READHow to Exit a Concentrated Position Without Accidentally Lighting Money on Fire
A 5-strategy comparison for exiting concentrated stock tax-smart: direct sale, direct indexing, long/short, exchange fund, and 351 ETF conversion.
14 MIN READPrivate Company Valuation: Is the Number Real… a Story... or BS?
Why private-company valuations can be technically real but economically misleading — four structural mechanisms employees should understand.
6 MIN READNext Step
Can't find what you need?
The Academy is comprehensive but it isn't a substitute for advice tailored to your specific equity situation. A free 30-minute consult will tell you whether we're the right fit.