Decisions
How do you turn equity grants into real Net Worth?
- Run it through PeakWorth
- See the Life Impact
- Apply to your plan
Tax assumptions sourced from your profile · Filing status: Single · State: CA · Tax year: 2025
Your equity today
Four numbers from your grant agreement.
409A or last priced round
Equity value today: $155,000
What you think it'll be worth
Your exit guess — and what you'd actually keep.
IPO or M&A target
After-tax take-home (Z)
$312,143
Gross at exit (Y): $450,000
After federal LTCG (13%) + CA state tax (13.3%) on the $425,000 gain, you'd keep about $312,143.
What to look at next
What to do with your $312,143 windfall.
That after-tax number is your projected windfall. Plan how to deploy it — pay down debt, top up retirement, diversify, give — before the shares ever clear.
Build your wealth. Optimize your life.
Educational projections only — not financial, tax, or legal advice. Consult a licensed professional before major decisions. Read full disclosures
