Tender Offers

A tender offer — also called a secondary sale — is an opportunity to sell shares prior to your IPO. This type of transaction typically comes with fixed terms around participation timelines, pricing, and limits on the type and amount of equity you can sell.

Tender offers give you the unique, pre-IPO opportunity to get cash for short- and long-term goals, including buying a house or diversifying from your concentrated stock position. Taxes on tender offers vary based on the type of equity you sell, giving you a chance to determine a strategy that minimizes your taxes and maximizes your net cash.