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.
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. 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.
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.
Tax Implications Of Exercising And Selling Stock Options Key Summary: There are two types of stock options: incentive stock options (ISOs) and non-qualified stock options
What is a Concentrated Stock Position? If one stock makes up more than 10% of your overall asset allocation, it’s probably too much. A diversified
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
If you have incentive stock options, you’ve probably heard of the alternative minimum tax (AMT). Essentially, the alternative minimum tax is a prepayment of taxes.
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,
Key takeaway: If you have qualified small business stock you can exclude up to 100% of the capital gain from federal taxes. In most cases,
Rule 10b5-1 allows insiders to create pre-arranged trading plans as a way to remain compliant when managing their stock compensation. When structured properly, a 10b5-1
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