Equity Compensation

“The difference between equity and equality is that equality is everyone gets the same thing and equity is everyone gets the things they deserve.”  

- DeRay Mckesson

Maximize The Benefits of Your Compensation Plan

Minimize tax implications and investment risks to get the most from your compensation plan.

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Embarking on a journey with equity compensation can be exhilarating, promising a stake in the company's growth and fostering a sense of belonging. However, amidst the excitement lies a need for caution and strategic planning. Without proper guidance, challenges like investment risks and tax implications can overshadow the benefits.

At Green Ocean Global, we understand the complexities of equity compensation. Our mission is to ensure that your financial future remains secure. With decades of experience in financial services, we offer tailored solutions to help you navigate these challenges, saving you time, money, and paving the way towards long-term financial prosperity.

our process

Our approach to equity comp

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We take the time to get to know you on a deep and empathetic level, so we can understand what success means to you and enable the best outcomes as you define them.

Compensation Plan Assessment

Once we have a comprehensive understanding of your needs, we move on to plan assessment and analysis. This is where we roll up our sleeves and dive deep into your employer's compensation plan documents to ensure that we're accounting for all the nuances and complexities of the plan. We analyze everything from vesting schedules, taxes, cash flows, to risk tolerance, so we can develop a personalized plan of action for short, intermediate, and long-term success.

Strategy Design

With a solid foundation in place, we move on to strategy design. This is where we bring your plan to life, creating a personalized roadmap that's tailored to your unique needs and goals. And we don't stop there - we'll work closely with you in a consultative and iterative process to refine your plan until it's as efficient and effective as possible.


Once your plan is ready to go, we'll work hand-in-hand with you to implement it every step of the way. We'll provide positive reinforcement, an opportunistic mindset, and level-headed professionalism to ensure that every detail is taken care of, and that we're always working towards your end goals.

Review and Ongoing Support

Our commitment to you doesn't end there. We'll continue to provide ongoing support and regular plan reviews to make sure that your plan stays on track and adapts to any new developments or outside factors that may arise. With our help, you can be confident that you're on the path to achieving lasting financial success.