Your company just went public… now what happens to your stock options? 🚀
In this video, we break down everything tech employees and founders need to know about stock options after an IPO:
✔ Reviewing your stock option grant agreements (the details suddenly matter a lot)
✔ How liquidity changes once your company goes public
✔ Why your bargain element becomes a key tax detail
✔ Lockup periods & trading windows for current employees
✔ The critical differences if you’re a former employee
✔ How IPOs can trigger accelerated expiration of your options
✔ Why you need to consider both stock options AND RSUs together when planning
Whether you’re holding ISOs, NSOs, or RSUs, understanding these rules can mean the difference between a smart exit strategy and a surprise tax bill.
📞 At KB Financial Advisors, we specialize in helping tech professionals, startup employees, and founders make sense of their equity, taxes, and long-term wealth planning.
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