3 Tax Things to Beware of After IPO
The number of tech IPOs surged in 2018, and the momentum is expected to continue well beyond 2019. If you’re a current or former tech employee holding stock options or RSUs, you might be wondering what steps to take once your company goes public. Although the answer varies, there are typically two main focus points […]
Move Over, IPOS: The Rise of Tender Offers in 2018
Back in November of 2017, we kept a close eye on some high-profile tender offers — and we predicted we’d see more companies use this approach rather than going straight for an IPO. If you’ve tuned into the tech scene’s recent news, you’ll likely agree that this is in fact what’s happening. We’ve seen it […]
3 Ways to Plan for Your IPO
Did you hear the news? Your company is looking at an initial public offering, or IPO — and your whole office is likely abuzz with speculation and talk that runs from useful information to pure gossip. There’s nothing simple about navigating an IPO as an employee (especially when all that talk can create information overload […]
IPOS of 2018: The Rapid Pace of Initial Public Offerings So Far
So far, the IPOs of 2018 have set a blistering pace that we expect to see continue throughout the year. In fact, if the current trend holds strong, we could see the second-highest number of IPOs since the dot-com bubble. Some of the heavy hitters in the tech world that we’ve watched IPO this year […]
Still Have Not Acted After Your IPO? It Could Be Costing You
Let’s set the scene: Your company went through the initial public offering (IPO). While your coworkers all busily exercised their options and sold stock, you didn’t. You decided to wait and see. Maybe you felt uncertain about what to do, or you didn’t want to make a mistake. You might have been focused on your […]
The Definitive Guide on the Dropbox IPO for Tech Employees
In January 2018, Bloomberg reported that Dropbox filed for an initial public offering (IPO) in the U.S. While certainly newsworthy, there was one factor in this particular filing that made it especially interesting: Dropbox filed confidentially, and may be the first of many non-public filings to come. When the Jumpstart Our Business Startups (JOBS) Act […]
Uber Tender Offer: Do I qualify as an accredited investor?
The past few weeks in the world of tech companies have been like Mitch-a-Palooza from the movie Old School: a wild and crazy party thanks to the Uber tender offer. We’ve been working ‘round the clock to help current clients and new contacts with this tender offer — and want to help you, too, by […]
What to Know About Tender Offers and How to Prepare for Yours
If you’ve been waiting for your private company to go public so you can offload some of your shares, you might not have to wait until the initial public offering (IPO). With a tender offer, you could sell some or all of your shares without the waiting or speculation that comes with an IPO. What […]
3 Things To Do Before Your Lock-Up Period Expires
It’s been a good year for tech IPOs. Nine tech companies went public in the first four months of 2017, compared with just one over the same time period in 2016.
That’s great for the tech industry. But what does it mean for you as an individual?
When a company goes public, the clock starts on its lock-up period. The lock-up period usually lasts from 90 to 180 days, and during this time, you can’t sell your stock if you’re considered a shareholding insider.