I’m Daniel Zajac, CFP®

I write about employee stock options and equity compensation in a way that is easy to understand.

Cash vs. Cashless Exercise – The Employee Stock Option Conundrum

When you exercise your employee stock options, you may want to consider one of the following options to implement the exercise: A cash exercise, or a cashless exercise. This is not an exhaustive list of options.  You may run across other terms such as sell-to-cover, same-day sale, or share withholding.  While some of these terms are interchangeable and result in a similar outcome, you should check your plan details prior to implementing any specific exercise strategy.

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3 Employee Stock Option Exercise Strategies You Need to Know

Receiving employee stock options from your employer is great, as it indicates that your company sincerely values you.  They want to keep you, and keep you happy!  Furthermore, stock options can be a fantastic opportunity to generate wealth. However, knowing the right moves to maximize this complicated form of equity compensation is not easy.

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Dive Deeper

Whether you’re just getting started or expanding your knowledge, here are some resources to get you started.

Hi, I'm Daniel Zajac, CFP®, EA

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I write about equity compensation and employee stock options in a way that is easy to understand.