by Landon Loveall | Mar 14, 2023 | Tech Industry
Our team was in a weekly meeting last Thursday when I saw the headline “Silicon Valley Bank CEO Tells VC Clients to ‘Stay Calm.” I also saw their stock was down 60%. I let out an audible “Ohhh crap!” After apologizing to my colleague, Chelsea, for interrupting her tax...
by Chelsea Rustek | Oct 11, 2022 | Tech Industry
(And general acquisition principles for anyone to follow.) Nothing gets me amped up like an acquisition or an IPO. Helping our clients through one of these is not unlike the charge one gets from chugging a massive Monster energy drink, and using the sugar and caffeine...
by Landon Loveall | Apr 23, 2020 | Building Wealth, Financial Planning, Tax Planning, Tech Companies, Tech Industry
It’s no secret at this point: We’re in a bear market, and stock prices are going down for A LOT of companies. ???????? And while we certainly hope there’s no serious long-term damage done to investor portfolios, there is a silver lining for tech employees with ISO...
by Landon Loveall | Dec 12, 2019 | Building Wealth, Financial Planning, IPO, Tax Planning, Tech Industry
Something interesting happened with 2019 IPOs. This year, more than ever before, founders are taking their companies public with less equity in their companies than in the past. In the IPOs that happened this year, founders only had an average of 7% stake in their...
by Landon Loveall | Nov 28, 2019 | Employee Stock Options, Financial Planning, Stock Options, Tech Companies, Tech Industry
In any private tech company, there are typically five types of stock options available: QSBS (qualified small business stock) LTCG (long-term capital gains) Shares Unexercised ISO (incentive stock options) Unexercised NQSO (non-qualified stock options) RSU (restricted...
by Landon Loveall | Sep 26, 2019 | Employee Stock Options, Financial Planning, Stock Options, Tech Industry
Sometimes, stock prices fall. Yes, even after you exercised them at the beginning of the year with 100% confidence that the price would go up and you’d make a lot of money. ???? So when your investment plan with your stock options is going to poo ⬇️ ????, what do you...