Your company stock helped build your wealth. But when too much of your net worth is tied to one company, knowing when and how to diversify can become complicated.
The Five-Step Unwind provides a practical framework for managing concentration risk, taxes, diversification, and liquidity—without making rushed decisions.
What's Inside the Guide?
Determine What You Can Afford to Keep
Learn how to identify the amount of company stock you need to protect your financial goals and create a plan for the rest.
Protect the Shares You Keep
Explore how an options collar can help define your downside while allowing you to maintain exposure to potential upside.
Turn Market Volatility Into Tax Opportunities
See how tax-loss harvesting can potentially help offset gains from planned stock sales.
Explore Tax-Efficient Diversification
Understand when a Section 351 exchange may provide a path from concentrated holdings to a diversified portfolio.
Access Cash Without Selling
Learn how box spread financing may provide liquidity while keeping your stock unwind plan on track.
Your Stock Made You Wealthy. Now Have a Plan for What Comes Next.
The goal isn't necessarily to sell everything—or hold everything. It's to understand what you need to protect, what you're willing to risk, and how much company stock you intentionally want to keep.
Get The Five-Step Unwind and learn a structured approach to managing concentrated company stock.