by Landon Loveall | Apr 16, 2024 | Stock Options, Tech Industry, Tender Offers
Learn what employee tender offers are, whether you should sell, and how to handle the taxes. While the post-2021 IPO slump didn’t last forever, its ripple effects are present even today. The halt in IPOs led to an increase in valuable, private tech companies flushed...
by Landon Loveall | Feb 1, 2024 | Employee Stock Options, Financial Planning, Tech Industry
The IPO was announced. You took action and did the 5 things everyone must do. Now, you are in the lock out period, and it is time to develop your post IPO selling strategy. The lock out period is the time when you are restricted from selling your shares. It usually...
by Landon Loveall | Jan 10, 2024 | San Francisco, Tech Industry
Finding the time to meet someone and date are really hard when you work in tech. There are the long hours at work, and the frantic pace of San Francisco. But, if marriage is part of your plan, a number of factors could lead to working with your spouse at the same...
by Landon Loveall | Jul 18, 2023 | Tech Industry
Build wealth and reach financial freedom with these insights from a certified expert. As a financial advisor, I work with tech professionals in all stages of their wealth-building journeys. Over the last ten-plus years, I’ve seen hundreds of clients make common money...
by Landon Loveall | Mar 30, 2023 | IPO, Tech Industry
You may have held onto your stock for too long but there’s still time to turn things around. Going public is no easy feat. As a tech executive, you get so consumed by the IPO process that it feels impossible to pause and make a financial plan for what you’ll do after...
by Chelsea Rustek | Mar 23, 2023 | Tax Planning, Tech Industry
The company’s private equity deal gives current and former employees who hold restricted stock units a big payday. It’s generally been a dry season for IPOs, with companies’ internal valuations falling lower by the bell ring. Whenever we see a possible IPO, it somehow...