The Founder’s Timeline for Liquidity Planning
Learn the key steps in liquidity planning for founders and make sure your hard work turns into lasting wealth.
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 tech employees navigate tender offer tax treatment since 2017… and over the years, these tender offers have become increasingly common in the tech world. Think of a tender offer as your pre-IPO moment: it’s often the first time you can both exercise and sell your stock options, resulting in a sizeable lump […]