StockOpter Pro is an Excel based application for equity compensation tax planning. It enables users to quickly model employee stock option, restricted stock and company share diversification strategies and optimize them for tax/cash-flow efficiency. StockOpter Pro is designed to significantly reduce the time required to illustrate and compare the after-tax effects of various diversification strategies and develop actionable plans.

StockOpter Pro is the best tool for…..

• Developing goal-based and tax efficient equity compensation diversification strategies with immediate action plans.
• Comparing the cash flow and taxation results of multiple exercise / sell scenarios to an alternative investment.
• Indexing strategies over a 15 year time horizon against historical and hypothetical company stock prices.
• Optimizing for AMT tax efficiency with ISOs.
• Illustrating stock price best case – worst case scenarios.
• Reducing the time it takes to model and compare strategies with a large number of grants/lots.