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 […]
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 […]
5 Ways to Sell Stock After an IPO
[et_pb_section fb_built=”1″ admin_label=”section” _builder_version=”4.16″ global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row admin_label=”row” _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||” theme_builder_area=”post_content”][et_pb_text admin_label=”Text” _builder_version=”4.25.2″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″] The IPO was announced. You took action and did the 5 things everyone must do. Now, you are in the lock out period, and it is time […]
3 Ways to Manage Concentration Risk After Your IPO
[et_pb_section fb_built=”1″ _builder_version=”4.23″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.23″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.23″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.23″ _module_preset=”default” global_colors_info=”{}”] Here’s how tech employees should handle concentration risk for the best financial outcome. One of the key tenets of investing is diversification. This practice of spreading your investments around helps you minimize your risk. But what happens when most of […]
So your company is going public? 3 key factors to inform your IPO plan
[et_pb_section fb_built=”1″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”] A financial advisor shares how tech employees can narrow their focus to the 3 most important factors. So, your company is going public soon and now you’re left wondering how to handle it. First off, congrats! Your looming IPO is […]
Tech IPO tax planning: Should you select 22% or 37% withholding?
[et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.22.1″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”] How to make an IPO tax withholding selection that works for you. If you’re a tech employee with a looming IPO, you’ve got a potentially life-changing payday to look forward to. But before you get too […]
Instacart eyeing long-awaited IPO: How its employees can prepare for the big day
[et_pb_section fb_built=”1″ theme_builder_area=”post_content” _builder_version=”4.22.0″ _module_preset=”default”][et_pb_row _builder_version=”4.22.0″ _module_preset=”default” theme_builder_area=”post_content”][et_pb_column _builder_version=”4.22.0″ _module_preset=”default” type=”4_4″ theme_builder_area=”post_content”][et_pb_text _builder_version=”4.22.0″ _module_preset=”default” theme_builder_area=”post_content” hover_enabled=”0″ sticky_enabled=”0″] Expert advice about maximizing your financial gains from the grocery-delivery tech company’s public debut, slated for September. Following a nearly two-year dry spell, tech IPOs are seeming to finally pick up speed. Klaviyo and Arm recently shook things […]
Arm IPO News: How its U.S. Employees Can Prepare for the Big Day
[et_pb_section fb_built=”1″ _builder_version=”4.22.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_row _builder_version=”4.22.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.22.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.22.0″ _module_preset=”default” global_colors_info=”{}”] Expert advice about maximizing your financial gains with the latest ARM IPO news. After a dry year and a half for tech IPOs, England-based semiconductor and software design company Arm Ltd shook things up with its public debut in September […]