
What Happens to Stock Options in a SPAC Merger?
Although the most common way for a company to go public is through the traditional initial public offering (IPO) process, it’s not the only method.
Key insights for founders and executives on strategic stock option planning and strategies to manage sudden wealth during an IPO. Before your company or former employer goes public, understand the process, planning opportunities, and get a plan in place to diversify company stock. Insights from Kristin McKenna CFP®, a nationally recognized expert in employee stock options and equity compensation. Articles cover a range of topics about employer stock, such as exercising options, tax planning strategies, Section 1202, considerations during a lock-up, and what to do with the proceeds.

Although the most common way for a company to go public is through the traditional initial public offering (IPO) process, it’s not the only method.

Selling Stock When Your IPO Lockup Expires If you have stock or options at a private company that’s going public, you need a plan for

Whether you work for a private company about to IPO or one that’s recently gone public, you may wonder what that means for employees and

Is exercising stock options right before a company goes public a good idea? With SpaceX, OpenAI, Anthropic, and others set to go public in 2026,

What happens to stock options if a company goes public without an IPO? A Direct Public Offering (DPO) or direct listing is a way for

What Happens to Stock Options After a Failed IPO? WeWork (now called The We Company) was just steps from a historic initial public offering when