Stripe Tender Offer: 7 Expert Tips to Protect Your Money

protect money stripes tender offer

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 […]

Tender Offer Tax Treatment: 5 Keys to Tax and Investing Cash After

tender offer tax treatment

We’ve been helping our clients with tender offer tax treatment since 2017. Since then, we’ve seen tender offers happen way more often in tech companies. Basically, for tech employees, a tender offer is like an IPO before the IPO actually happens: It’s their first chance to exercise and actually sell their stock options… giving them […]

Exercising ISO After Employee Tender Offer: A Huge Opportunity

tender offer for shares

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

tender offer

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 […]

Should You Borrow Money to Exercise Incentive Stock Options?

  Our financial system is built on loans. This money helps us pay for education, a car, a house, and other personal needs. Now, we can add exercising stock options to the long list of things you can borrow money for. This new facet of lending came about through the growth of private valuations and […]

Move Over, IPOS: The Rise of Tender Offers in 2018

rise of tender offers stock options

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 […]

Uber Tender Offer: Do I qualify as an accredited investor?

UBER Tender Offer Accredited Investor Requirement

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 […]