Going Into an IPO With No Stock Options Exercised
So…. your company just announced an IPO. What WHAAAAT! Time to celebrate! ???? ???? Right? Well…. truth be told… you haven’t done anything with your stock options yet, so you don’t even know where to start. (And, you maybe feel kinda remorseful that you didn’t have your stuff together before this.) But honestly, as a […]
5 Steps to Solve Your IPO Tax Issues
Every year, it’s the same deal: You review your finances from the year before, and try to plan out your tax strategy so you don’t have to pay through the nose to the IRS. Usually, this means finding ways to keep yourself in a lower tax bracket. (Because why wouldn’t you want to keep more […]
3 Tax Things to Beware of After IPO
Initial public offerings, or IPOs, have had a dramatic increase over the course of 2018. Tech employees can expect this trend to continue into 2019 and beyond, which is incredibly exciting! Current and former tech employees who hold stock options and shares often have questions about what to expect, or what actions they’ll need […]
Move Over, IPOS: The Rise of Tender Offers in 2018
Back in November of 2017, we kept a close eye on some high-profile tender offers — and we predicted we’d see more companies use this approach rather than going straight for an IPO. If you’ve tuned into the tech scene’s recent news, you’ll likely agree that this is in fact what’s happening. We’ve seen it […]
3 Ways to Plan for Your IPO
Did you hear the news? Your company is looking at an initial public offering, or IPO — and your whole office is likely abuzz with speculation and talk that runs from useful information to pure gossip. There’s nothing simple about navigating an IPO as an employee (especially when all that talk can create information overload […]
IPOS of 2018: The Rapid Pace of Initial Public Offerings So Far
So far, the IPOs of 2018 have set a blistering pace that we expect to see continue throughout the year. In fact, if the current trend holds strong, we could see the second-highest number of IPOs since the dot-com bubble. Some of the heavy hitters in the tech world that we’ve watched IPO this year […]
Still Have Not Acted After Your IPO? It Could Be Costing You
Let’s set the scene: Your company went through the initial public offering (IPO). While your coworkers all busily exercised their options and sold stock, you didn’t. You decided to wait and see. Maybe you felt uncertain about what to do, or you didn’t want to make a mistake. You might have been focused on […]
The Definitive Guide on the Dropbox IPO for Tech Employees
In January 2018, Bloomberg reported that Dropbox filed for an initial public offering (IPO) in the U.S. While certainly newsworthy, there was one factor in this particular filing that made it especially interesting: Dropbox filed confidentially, and may be the first of many non-public filings to come. When the Jumpstart Our Business Startups (JOBS) Act […]
3 Things To Do Before Your Lock-Up Period Expires
It’s been a good year for tech IPOs. Nine tech companies went public in the first four months of 2017, compared with just one over the same time period in 2016.
That’s great for the tech industry. But what does it mean for you as an individual?
When a company goes public, the clock starts on its lock-up period. The lock-up period usually lasts from 90 to 180 days, and during this time, you can’t sell your stock if you’re considered a shareholding insider.