Equity Compensation Calculators | Falcon Wealth Planning
Use Falcon’s calculators to estimate ISO exercise costs, RSU tax withholding, tender offer proceeds, financial independence, and concentrated-stock risk.
Choose the calculator that matches your equity-planning question—from concentrated-stock risk and financial independence to ISO exercise costs, RSU tax withholding and tender-offer proceeds.
/01
Measure the percentage of your net worth concentrated in one company and explore how selling shares could change your overall exposure.
CONCENTRATION RISK
COMPANY STOCK
DIVERSIFICATION
/02
Estimate the portfolio value that may be needed to support your lifestyle based on savings, investment returns, inflation, expected spending, and time horizon.
FINANCIAL INDEPENDENCE
RETIREMENT
PROJECTION
/03
Estimate your exercise cost, potential federal alternative minimum tax, combined cash requirement, and the approximate number of shares you may be able to exercise before additional AMT begins.
ISO
AMT
Exercise cost
/04
Estimate the income created by an RSU vest, compare your expected taxes with withholding, and determine whether you may need to reserve additional cash or shares.
RSU
TAX WITHHOLDING
VESTING
/05
Compare selling none, some, or all of your eligible private-company shares. Estimate gross proceeds, potential taxes, after-tax cash, and the illustrative value of shares retained.
TENDER OFFER
LIQUIDITY
AFTER-TAX PROCEEDS
Yes. Falcon’s equity-planning calculators are available for educational use without charge.
No. The results are simplified educational estimates based on the information entered. They should not replace individualized financial, tax, or legal advice.
Begin with the decision requiring the most immediate action. For example, use the ISO calculator before exercising options or the tender calculator before its submission deadline.
Yes. Falcon can evaluate the estimate within your broader taxes, cash flow, investment portfolio, company-stock exposure, and long-term financial plan.
Educational estimate only. These calculators use simplified assumptions and do not provide individualized financial, investment, tax, or legal advice. Actual results may differ. Consult qualified professionals before making equity-compensation or investment decisions.
Falcon Wealth Planning can help you evaluate equity compensation, taxes, liquidity, company-stock concentration, and long-term goals together.
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