Should I exercise before the next tender offer?
It depends on AMT exposure, liquidity, company outlook, and how much of your net worth is already tied to the company.
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Magic Wealth
Plan the equity decision before it becomes urgent
Every grant, exercise, tender, and lockup asks a different question. We make the tradeoffs visible.
Morgan Fields, CFP®
Founder & Principal Financial Advisor
How Magic Wealth helps
ISO and AMT strategy
Exercise timing, AMT estimates, liquidity buffers, and tax coordination.
Tender offer analysis
Sell/hold frameworks grounded in concentration, cash needs, and future upside.
Post-IPO diversification
Lockup planning, 10b5-1 coordination, and tax-aware portfolio construction.
NYC life planning
Home purchase math, family planning, and multi-state tax exposure.
Common equity questions
When should I diversify after an IPO?
The answer should be planned before lockup expiration, with tax lots, cash goals, trading windows, and risk tolerance mapped in advance.