Skip to main content

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.

We'll pre-fill these numbers next time you open the page.

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