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7 Expert Tips to Protect Your Money in Stripe’s Tender Offer

7 Expert Tips to Protect Your Money in Stripe’s Tender Offer

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...
Employee Stock Purchase Plans: Getting Started & What You Need to Know

Employee Stock Purchase Plans: Getting Started & What You Need to Know

by Landon Loveall | Dec 10, 2020 | Employee Stock Options, Stock Options, Uncategorized

After an IPO, a lot of things change with your stock options and your company equity.  You’ll have to deal with things like blackout periods and trading windows, and some companies will start offering an Employee Stock Purchase Plan (or ESPP).  What is an Employee...
Startup Founder Equity & Planning for Multiple Acquisitions + IPOs: A Case Study

Startup Founder Equity & Planning for Multiple Acquisitions + IPOs: A Case Study

by Landon Loveall | Nov 12, 2020 | IPO, Uncategorized

When you start a company, you’ve probably got big goals for it.  In the tech world, big goals = acquisitions and IPOs.  And from a financial planning perspective, acquisitions and IPOs are BIG deals.  After all, as a startup founder, they are THE first major chance...
Should You Do An ISO to NSO Conversion With Your Stock Options?

Should You Do An ISO to NSO Conversion With Your Stock Options?

by Landon Loveall | Dec 26, 2019 | Employee Stock Options, Financial Planning, Stock Options, Uncategorized

Ahh, the golden handcuffs. Those lovely things that keep you chained to your current job until the IPO. They’re not so bad if your company is going to IPO in a year or two, but with more and more companies delaying their IPO, it puts startup and private company...

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Recent Posts

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  • Disqualifying Dispositions: How You Can Minimize Your ISO Taxes

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