by Landon Loveall | Apr 4, 2023 | Tender Offers, Uncategorized
Here’s how current and former employees can avoid high taxes and maximize their financial gains from the transaction. Stripe employees and alumni were recently met with a tender offer by the fintech, enabling them to sell restricted stock units (RSUs), shares, and...
by Landon Loveall | Sep 24, 2020 | Tender Offers
We’ve been helping our clients with tender offers since 2017 when Uber started doing it. 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...
by Landon Loveall | Oct 24, 2019 | Building Wealth, Employee Stock Options, Stock Options, Tender Offers
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...
by Landon Loveall | Sep 12, 2019 | Stock Options, Tech Industry, Tender Offers
Tender offers aren’t exactly in the news lately… They’re confidential business transactions that don’t get talked about publicly, because the companies themselves are not public. (As in, they haven’t gone through an IPO yet.) But they are happening, and they’re...
by Landon Loveall | Feb 6, 2019 | Building Wealth, Stock Options, Tender Offers
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...
by Landon Loveall | Jul 13, 2018 | IPO, Tender Offers
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...
