Multi-Year ISO Exercise Schedule Calculator
Open →Plan Motive ISO exercise around the AMT bargain element. Federal + state, AMT crossover, multi-year credit recovery.
Deep dive: How to find your ISO AMT crossover point (2026) →Motive is pre-IPO. Plan your AMT and NSO exercise tax at any valuation: current 409A FMV, expected IPO price, or post-IPO scenarios.
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Plan Motive ISO exercise around the AMT bargain element. Federal + state, AMT crossover, multi-year credit recovery.
Deep dive: How to find your ISO AMT crossover point (2026) →Left Motive with vested ISOs? Model the 90-day exercise-or-forfeit window: your deadline, AMT cost of exercising at once, and the share count that maximizes after-tax value.
Motive NSO exercise tax (federal, state, FICA) plus a sell-vs-hold comparison for long-term capital gains.
Deep dive: NSO exercise: sell now or hold for long-term capital gains? →Don't work at Motive? Find another company.
Motive is a pre-IPO Vertical SaaS company, incorporated in Delaware. Your Motive equity (incentive stock options (ISOs) and non-qualified stock options (NSOs)) is valued off the latest 409A appraisal rather than a public price, which changes the timing math on exercising and holding.
The tools below model each of these: whether exercising ISOs triggers the alternative minimum tax (AMT) this year, and the share count that keeps you under the crossover and how much Motive concentration to carry versus diversify or hedge.
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OptionsAhoy plans your Motive equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.