Plan your Advasa Holdings, Inc. ISO exercise

Calculator · free · no signup · pre-IPO

Advasa Holdings, Inc. is pre-IPO. Plan your AMT impact at any valuation — current 409A, expected IPO price, or post-IPO scenarios.

Beta · invite-only · AlphaLatitude Inc. · Free Tools

Your grant

3 yrs
10%
20%

Tax inputs

Grant timeline

For long-term capital gains treatment when sold, your ISO shares need to be held until Apr 30, 2027 (2 years from grant). Sales before that are disqualifying dispositions: this tool models exercise-and-hold only. Want to see the whole picture? Try OptionsAhoy's beta: it optimizes ISOs alongside your entire portfolio, and you pick the goal: max value, cash flow, or minimum tax.

Net final value — optimized plan

$247,554

AMT premium for exercising: $88,143 (on top of $228,374 regular tax across the horizon)

Optimized plan keeps $45,790 more than lump-sum.

Up to 1,270 shares ($57,162 bargain element) this year before federal AMT applies.

Net final value by year

Running tally: NTV from shares exercised through year y, minus AMT premium paid through year y. The last year matches the plan's headline NTV. Hover a year for plan totals.

$0$62K$124K$186K$248KYear 1Year 2Year 3
Lump-sumEven splitOptimized

Optimized exercise schedule

You pay the higher of Regular tax and AMT tax each year (per jurisdiction). Hover any number for the bracket-by-bracket breakdown.

14,900$220,500—$130,212$116,717
22,600$120,330—$93,399$184,926
32,500$118,987—$92,906$247,554

Federal AMT credit

Earned

$79,087

Recovered

$0

Remaining

$79,087

The AMT credit only recovers in years where regular tax exceeds AMT — typically a year with no ISO exercise. Every year in this schedule has bargain element, so AMT exceeds regular tax in every year and the credit carries forward untouched. Try a longer horizon or fewer total shares to introduce a recovery year.

Plan comparison

Net value at the end of your hold horizon.

Lump-sum

All in Year 1

$201,765

−$45,790

Even split

Equal shares each year

$246,414

−$1,140

Optimized

Tax-aware schedule

$247,554

Highest

Estimates only. Excludes disqualifying dispositions, NSOs, multi-state moves, and AMT preferences other than ISO bargain elements. Long-term capital gains tax assumes a qualifying disposition (ISO held ≥1 yr from exercise and ≥2 yr from grant); state LTCG follows ordinary brackets except where the state grants preferential treatment (HI, ND, SC, WI, AR, NM) or has a dedicated LTCG-only tax (WA). State AMT figures are 2025 (next-year values published in late 2026). Not financial advice.

About Advasa Holdings, Inc.

Advasa Holdings, Inc. is a privately held Cloud/SaaS company. S-1 filed Apr 29, 2026.

Equity grants at Advasa Holdings, Inc. typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).

Advasa Holdings, Inc. is a pre-IPO Cloud/SaaS company. S-1 filed Apr 29, 2026. The calculator works at any valuation: enter your strike, the current 409A FMV, an expected IPO price, or anywhere in between. AMT is triggered on the bargain element (FMV − strike) when you exercise; the calculator models federal AMT, state AMT, and the multi-year credit-recovery path.

All Advasa Holdings, Inc. tools → · Use the generic AMT + ISO Exercise Calculator for any company.

Find another companyCloud/SaaS peers

One piece of the puzzle.

OptionsAhoy plans your Advasa Holdings, Inc. equity alongside hedging, vesting, and de-concentration — across bullish, neutral, and bearish market scenarios. Free during beta.

Request beta access