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 […]
Tech Employees Guide to Cash Acquisition Tax Implications
So your company is being acquired in an all-cash deal, and now you’re wondering how to avoid a massive tax hit? You’re not alone… and you’re right to be thinking ahead. 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 […]
Exercising ISO After Employee Tender Offer: A Huge Opportunity
It’s great when a company grants you stock options… and even better when those options can lead to a massive payday once the company goes public. But here’s the catch: exercising stock options costs real money.You’re paying upfront for something that might never pay off… or worse, could lose value entirely. This is why recycling […]
Private Company Tender Offer: What To Do When Your Company Announces One
Learn what employee tender offers are, whether you should sell, and how to handle the taxes. While the post-2021 IPO slump didn’t last forever, its ripple effects are present even today. The halt in IPOs led to an increase in valuable, private tech companies flushed with cash and interest from investors. Though the trend of […]
RSUs vs stock options: Key differences in an IPO
Understand the pros and cons of these equity types, their tax implications, and how to handle them. Your company’s IPO announcement can get the wheels in your head turning about what exact equity you have and how you think about these assets. I’ve noticed a lot of my clients refer to equity compensation or employee […]
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 […]