Do these questions keep you up at night?

How can I tell how much my stock options are worth?

How do I finance the exercise of my stock options?

When is the best time to exercise my stock options?

A Success Story

Upon leaving a start-up, a client was faced with a significant financial burdern to cover the costs of exercise, including taxes. We helped to evaluate the stock’s merits, explore how to finance the purchase, and coordinated tax planning to help our client make the best decision for her financial goals.

Ready to get started?

Contact us to talk about putting Salt Mines Advisors to work for you and your financial goals.

Join the Conversation

Subscribe to the Salt Mines video channel for quick clips on relevant financial topics.

Stock Options at a Start-Up and Conflicts of Interest

Learn More

I Chose the Wrong Co-Founders and Wrong VCs – Here’s What Happened

Learn More
post thumbnails

Real-time advice and community

Gain insights & ask questions on the fly.

Learn More

FAQ

Does Salt Mines Advisors guarantee investment performance?

All investments carry risk and there is always uncertainty. Salt Mines does not and will not guarantee the performance of any investment.

What minimum income and net worth do I need to work with Salt Mines?

Salt Mines Advisors does not require is clients to have certain levels of income or net worth. We aim to make financial planning accessible to clients of all income levels and career stages.

I just started an entry-level job. Can Salt Mines Advisors help me?

Absolutely. Many traditional investment advisory firms require minimum assets under management and net worths to take on a client. Salt Mines Advisors does not have minimums – we feel that all individuals can benefit from financial planning advice, regardless of income and net worth.

How does Salt Mines Advisors make money?

Each client engagement is different. In some cases, there are fixed project fees, monthly subscription fees for services, hourly billing, or assets under management. Salt Mines Advisors works with its clients to determine the best fee structure for each client.

Does Salt Mines Advisors require long-term contracts?

While Salt Mines Advisors signs client agreements and contracts with its clients, our clients are not under any obligation to work with us beyond the scope of work outlined in the agreement. We want clients to be happy and not feel as if they ‘stuck’. In general, long-term contracts are not required nor encouraged. However, for certain investments, certain timelines may be required by the terms of the investment.

Does Salt Mines Advisors raise capital for start-ups?

Salt Mines Advisors is not a Venture Capital firm or an Angel Investor. Generally, we do not invest directly in start-ups. However, Salt Mines does advise founders on the fundability of their idea and will consider recommending select investments to clients where appropriate.

Our Circle.

Sign up for our newsletter to learn about the latest in startup financing and investments