Selling Shares When the Lockup Ends: Managing Equity and Liquidity Post-IPO
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
Restricted stock is a type of equity compensation typically awarded to founders and executives. Learn more about financial and tax planning considerations for restricted stock, 83(b) elections, tax planning strategies, Section 1202, considerations during a lock-up, and what to do with the proceeds. The blog also discusses liquidity events such as IPOs, mergers, or acquisitions and what happens to stock if you’re laid off or leave the company. Key insights for founders and executives on strategic stock option planning and strategies to best manage sudden wealth from restricted stock awards. Insights from Kristin McKenna CFP®, a nationally recognized expert in employee stock options and equity compensation.
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
Accepting a tender offer means the company buys back some of your stock or options. While it won’t always make sense to accept, any opportunity
A restricted stock award (RSA) is a form of equity compensation. RSA grants are commonly issued by private companies, particularly early-stage startups, and may be
Key Summary: An 83(b) election lets founders and early employees buy unvested stock and recognize the taxable gain now (if any), instead of when the