Free tools for concentrated wealth.
Start with a 60-second diagnostic, model the tax numbers on your position, or dig into a playbook. All free, no strings.
Where do you stand?
A four-input diagnostic that shows what your retirement looks like if one position — or one sale — doesn’t go your way.
The One-Stock Stress Test
For anyone holding a big concentrated position — RSUs, ESPP, founder stock, an inherited holding. See what your plan looks like if the position holds, halves, or goes to zero.
Take the stress test → 🏢The Business-Sale Stress Test
For owners planning to sell in the next few years. See what your retirement looks like if the sale hits your number, comes in for half, or the deal never closes.
Take the stress test →Model the tax numbers.
Estimate exit strategies, after-tax proceeds, and the real cost of doing nothing on your specific situation.
Concentrated Stock Analyzer
See the real cost of holding, selling, or hedging your position. Model a collar, a systematic sell-down, or straight diversification.
Analyze your position → 🏢Business Exit Tax Planner
What will you actually keep after selling your business? Compare lump sum, installment sale, and offset strategies side by side.
Plan your exit → 🏠Real Estate Exit Calculator
See the full tax picture on selling your rental properties — depreciation recapture, capital gains, NIIT, and state taxes.
Model your exit →Read the strategies.
Free PDF guides — the frameworks, decision trees, and worked examples we use with clients.
The Concentrated Stock Playbook
Collars, prepaid forwards, direct indexing, and the step-by-step process for diversifying without a surprise tax bill.
Read the playbook → 📚The Business Exit Playbook
Installment sales, QSBS, DAFs, and the sequence of moves that makes each one work — before the deal goes to paper.
Read the playbook → 📚The Real Estate Exit Playbook
1031 vs. sale, DSTs, installment sales, and the tax math behind each option so you keep more of what you’ve built.
Read the playbook → 📚The Big Tech RSU Playbook
For senior tech employees with $1M+ in RSUs at companies that prohibit hedging. A four-move system to diversify without triggering a huge tax bill.
Read the playbook →Not sure where to start?
Every situation is different. A free 30-minute conversation is the fastest way to know what applies to yours.
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