ISO – Incentive Stock Option Planning – Our Approach
#1 Go for easy wins first:
- Low cost, no taxes, early employee?
- If the budget is low, then maybe the answer is easy.
#2 Understand why you (want to) are exercising:
- What is the projected tax savings???
- Do you think the stock is stable or will increase in value?
#3 What does it mean to exercise early?
#4 What does it mean to exercise late?
