The complete selling system for deciding how much to sell, how much to keep, and how to keep more of it after tax.
Free. No account to open. No need to become a client.
The playbooks break down the system and walk you through building your own.
The Divestment Playbook
The full A-to-Z selling system: your secure number, your ride band, trim tiers, milestone rungs, floor, and calendar items. No predictions, no guessing what the stock does next.
Coming Soon
The Tax-Aware Playbook
The tax side of every sale: ISOs, RSUs, lot selection, holding periods, and the tax-year calendar. Plus advanced strategies like gifting and exchange funds.
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The Play Zone
Put your actual position in and run it against different outcomes. You're looking for one thing: does the plan still work?
Open the Play Zone →Every model starts with a guess about the share price, the one input nobody can predict. So every headline reopens the decision.
Derek Munchow, CFP®, ChFC®, built this selling system from his work with shareholders navigating concentrated equity and major liquidity events. The same question came up in almost every conversation: how much do I sell, and how much do I keep?
The playbook is that answer, written down, so you can build your own plan.
There's no selling system that makes you right all the time. The point is to do the work before the market asks you to make the decision. So when it's time to act, you're not reopening it. You're following the plan you already made.
Derek covers the whole selling system in four minutes.
Augustus Wealth, LLC is a registered investment adviser. This page and the materials described are for informational and educational purposes only and do not constitute personalized financial, tax, or investment advice. The Divestment Playbook, the Taxation Playbook, and the Play Zone are educational resources; downloading or using them does not create an advisory relationship. Calculator outputs are estimates and should not be relied upon as tax or financial advice. All examples are hypothetical. Equity compensation strategies involve risks and should be evaluated in the context of your complete financial situation. Tax laws change frequently. Consult your tax professional for advice specific to your situation. Company names are referenced for educational purposes only. Augustus Wealth has no affiliation with them. Past performance is not indicative of future results.
