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Uber Tender Offer: Do I qualify as an accredited investor?

Uber Tender Offer: Do I qualify as an accredited investor?

by Landon Loveall | Dec 2, 2017 | Building Wealth, Employee Stock Options, Financial Planning, Tender Offers

The past few weeks in the world of tech companies have been like Mitch-a-Palooza from the movie Old School: a wild and crazy party thanks to the Uber tender offer. We’ve been working ‘round the clock to help current clients and new contacts with this tender offer...
What to Know About Tender Offers and How to Prepare for Yours

What to Know About Tender Offers and How to Prepare for Yours

by Landon Loveall | Nov 17, 2017 | Building Wealth, Employee Stock Options, Financial Planning, Tender Offers

If you’ve been waiting for your private company to go public so you can offload some of your shares, you might not have to wait until the initial public offering (IPO). With a tender offer, you could sell some or all of your shares without the waiting or speculation...

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