✛ For Starbase and SpaceX
A financial checklist for SpaceX and Starbase employees
If you work at Starbase and hold meaningful equity, a few moves matter more than the rest. Here is the short list, in plain language.
For SpaceX and Starbase employees with equity, the highest-value financial moves are understanding your grant and any tender terms, planning for the tax gap on liquidity, avoiding over-concentration, and keeping enough cash. This is educational, not personalized advice.
The checklist
Start here, then get specifics from a fiduciary and your CPA.
- Know your grant: type of equity, vesting, and any tender or holding terms
- Estimate the tax on any liquidity, including the withholding gap
- Decide your concentration limit before a liquidity window, not during it
- Hold enough cash for taxes and life, separate from company stock
- Coordinate the plan with your CPA before you act
Why timing matters here
Tender windows and holding periods run on deadlines. The employees who do best tend to decide their plan in advance, so a window becomes a decision they already made rather than a scramble.
Common questions
Do I need an adviser to do this?
Not necessarily for the basics, but a fiduciary can help you size the tax, set a concentration limit, and coordinate with your CPA. A first conversation with Greenridge Wealth is free and without obligation.
Want this applied to your situation?
A first conversation is free and without obligation, and we will keep it in plain language.
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