
Frozen IPO Market Reveals Dangers of Pre-IPO Exercising & Pre-Spending a Windfall
The Instacart IPO is on hold…again. What should employees with stock options do when their employer’s IPO stalls? In truth, best practices around an IPO
The Instacart IPO is on hold…again. What should employees with stock options do when their employer’s IPO stalls? In truth, best practices around an IPO
Stocks are down this year, pretty much across the board. Unfortunately, there are some companies that won’t survive the downturn. Even for the ones that
Quite simply, a down round is when a company raises money at a lower valuation per share relative to earlier financing rounds. A simple example:
More companies entered the public markets in 2021 than any other year on record. From traditional IPOs or SPACs, and even direct listings, it was a banner
If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business
When should you exercise stock options? With stock options, employees have the right (not obligation) to buy the shares (called exercising). Vesting is often the
Tax planning for a sudden liquidity event just got more complicated. If you’re expecting a big windfall from selling a business or employee stock options
If you work for a private company or startup, you may be able to exercise your stock options early. With an early exercise, employees buy
Amidst a flurry of IPOs, many employees are experiencing their first major liquidity event from stock options. Unfortunately, for stock option rookies and veterans alike,
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.