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 […]
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
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 to develop your post IPO selling strategy. The lock out period is the time when you are restricted from selling your shares. It usually lasts six months. Now […]
3 Ways to Manage Concentration Risk After Your IPO
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 your eggs are, conversely, in one basket? You face concentration risk. This tends to be […]
So your company is going public? 3 key factors to inform your IPO plan
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 a big deal and a unique professional milestone not a lot of people get to […]
Tech IPO tax planning: Should you select 22% or 37% withholding?
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 excited, you need to make some big decisions. No, not about how soon you’ll retire or what international vacation […]
Instacart eyeing long-awaited IPO: How its employees can prepare for the big day
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 up with their plans to go public in September. Now, grocery-delivery company Instacart is doing the same. […]