Plan your Genesys NSO exercise
Calculator · free · no signup · pre-IPOGenesys is pre-IPO. Plan your NSO exercise tax (federal, state, FICA) at any expected valuation.
Beta · invite-only · AlphaLatitude Inc. · Free Tools
Your grant
Tax inputs
Hold strategy
Best after-tax payout — at year 1
$199,080
Sell + invest wins by $20,783 over Hold 1 yr.
Estimates only. Not financial advice.
Sell + invest
Best payout| Bargain element (sale − strike) | $350,000 |
| Federal | |
| State | |
| Medicare | −$5,075 |
| Additional Medicare | −$3,150 |
| Market gain over 1 yr at 10.0% | $18,573 |
| LTCG on diversified gain (fed + state + NIIT) | −$5,219 |
| Net at year 1 | $199,080 |
Sell every share immediately; invest the after-tax cash at the market return for 1 yr, then liquidate. Diversified — no single-stock concentration risk.
Exercise + hold 1 yr
| Sale proceeds (year 1) | |
| LTCG tax (federal + state + NIIT) | $0 |
| Net at year 1 | $178,297 |
Sold 2,678 shares at exercise to cover strike + tax; 2,322 shares held 1 yr for LTCG.
Social Security + Medicare are payroll taxes (collectively called FICA) — they apply because you're exercising as a current employee.
Both columns are stated in year-1 dollars: sell-now proceeds compound at the market return and pay LTCG on the gain at year 1; any cash paid out of pocket on the hold side carries the same opportunity cost.
Net at year N — by hold period
Estimates only. Excludes AMT (NSOs do not trigger AMT), state-AMT, multi-state moves, and disqualifying-disposition edge cases. Not financial advice.
You calculated one NSO decision. The beta plans NSOs alongside RSUs and ISOs in a single multi-year tax plan.
Request beta access →About Genesys
Genesys is a privately held Cloud/SaaS company, incorporated in Delaware and headquartered in Menlo Park, CA. S-1 filed Oct 1, 2024.
CCaaS.
Equity grants at Genesys typically include incentive stock options (ISOs) and non-qualified stock options (NSOs).
Genesys Cloud Services, Inc. (Genesys), formerly Genesys Telecommunications Laboratories, Inc., is an American software company that sells customer experience (CX) and call center technology to mid-sized and large businesses. It sells both cloud-based and hybrid cloud software. The company was founded in 1990 and was acquired by investment firms Permira Funds and Technology Crossover Ventures (TCV) in February 2012.
Source: Wikipedia (CC BY-SA 4.0)
Alec Miloslavsky and Greg Shenkman founded Genesys in 1990 to route inbound calls through interactive voice response systems; the company has since evolved into one of the largest cloud contact center (CCaaS) platforms, with Genesys Cloud processing voice, chat, email, and social interactions for enterprises worldwide. Private equity firms Permira and Hellman & Friedman acquired Genesys in 2016. The company surpassed $1.8 billion in annual recurring CCaaS revenue by 2024, received a $1.5 billion strategic investment from Salesforce and ServiceNow, and confidentially filed for a US IPO in early 2025.
Sources: en.wikipedia.org · permira.com
OptionsAhoy is an independent tool and is not affiliated with, endorsed by, or sponsored by Genesys.
Genesys NSO exercise creates ordinary income on the bargain element (federal, state, and FICA) at the price on the day you exercise. The calculator works at any valuation, so you can model your exercise cost at the current 409A FMV, an expected IPO price, or post-IPO scenarios.
All Genesys tools → · Use the generic NSO Exercise Calculator for any company.
Genesys equity questions
- How is a Genesys NSO exercise taxed?
- Exercising a non-qualified stock option (NSO) creates ordinary income on the bargain element (the price on the day you exercise minus your strike), subject to federal income tax, state income tax, and FICA. The calculator above computes that tax for your Genesys grant and compares selling the shares now against holding past the one-year mark for long-term capital-gains treatment.
- Does Genesys grant ISOs, NSOs, or RSUs?
- Equity compensation at Genesys typically takes the form of incentive stock options (ISOs) and non-qualified stock options (NSOs). Incentive stock options can trigger the alternative minimum tax (AMT) when you exercise.
- Are Genesys shares eligible for QSBS?
- They might be. Qualified small business stock (QSBS) under Internal Revenue Code Section 1202 can exclude federal tax on much of the gain when shares were acquired at original issuance from a C-corporation while its gross assets were under $50 million, and held at least five years. Whether your Genesys shares qualify turns on when you acquired them and the company's asset size at that time.
One piece of the puzzle.
OptionsAhoy plans your Genesys equity alongside hedging, vesting, and de-concentration, across bullish, neutral, and bearish market scenarios. Free during beta.