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,
Category: Stock options
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.
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 does an IPO mean for employees? And what should you do when your company is about to go public? For early-stage employees and executives with
With so much emphasis on IPOs, investors are sometimes surprised when publicly traded companies decide to go private. There are many reasons a company may
Can you own too much of your employer’s stock? Undoubtedly, yes. Does holding a lot of company stock create the potential for a large windfall?
Losing your job is stressful. If you’ve been laid off, you may be wondering what will happen to your stock options or restricted stock units.
What can happen if you own too much of your company’s stock? The coronavirus outbreak is yet another example of the dangers of having too