Exercising ISO After Employee Tender Offer: A Huge Opportunity
It’s great when a company gives you stock options. It’s even better when those stock options give you massive pay day when the company goes public. What’s not great is that to exercise these stock options, you have to spend money. Money that may not ever pay you back very well, or that you might […]
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 […]
The acquisition transition: You got a lump sum of cash, now what?
A guide to investing your lump sum to generate passive income. Seeing your company get acquired can feel bittersweet. It’s a culmination of years of hard work towards what used to seem like a pipe dream. Now, here you are with a lump sum of cash, thinking about your next move. Considering what’s next might […]
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. […]