Tech Stock Offering Trends in 2025: Is the IPO Market Finally Back?
Curious about the tech stock offering trends? This guide highlights the newest IPOs and what they could mean for you.
The IPO Prep Checklist for Tech Employees
Use this IPO prep checklist to unlock opportunities at every stage of your IPO journey.
How to Prepare for an IPO If You Have Stock Options
Prepare for an IPO with stock options to maximize earnings and avoid costly mistakes.
Pre-IPO Guide for Employees: 5 Steps for RSU, Stock Options, Tax
Surprise! Your company just announced an IPO. Congrats! You know in theory you’re about to come into a lot of money… but how do you get your hands on it? Will you have to hand 50% of it over to the IRS in taxes? Or can you finally buy the house you’ve been wanting for […]
Stripe Tender Offer: 7 Expert Tips to Protect Your Money
Here’s how Stripe employees can avoid high taxes and maximize their financial gains from the new tender offer. Stripe employees and alumni were recently met with a tender offer by the fintech, enabling them to sell restricted stock units (RSUs), shares, and options expiring in the next two years for a potentially big payday. (In […]
Selling Early Employee Equity in a Startup Fundraising Round
Over the last few years, we’ve noticed a BIG trend growing in our clients who work for startups: The opportunity for selling early employee equity in a startup fundraising round. In the past, startup companies would go from zero to IPO in just a few years, but now lots of companies are taking ten years or […]
How to Plan Around Trading Windows
Going to jail for insider trading is no good. Thankfully, though, there are ways you can legally buy and sell stock in the company you work for to build wealth without going rogue. A trading window gives employees an opportunity to sell their shares without worrying about violating insider trading laws or dealing with the […]
Tender Offer Tax Treatment: 5 Keys to Tax and Investing Cash After
We’ve been helping our clients with tender offer tax treatment since 2017. Since then, we’ve seen tender offers happen way more often in tech companies. Basically, for tech employees, a tender offer is like an IPO before the IPO actually happens: It’s their first chance to exercise and actually sell their stock options… giving them […]
Tech Employees Guide to Cash Acquisition Tax Implications
So, your company’s going through a cash acquisition, and you’re scared of the tax implications? And now you’ve got to figure out how to make the most of this acquisition… and how to not totally go under from the tax implications of it. We spend a lot of time talking about how to prepare for […]