
What Happens to Stock Options When a Public Company Goes Private?
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
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.

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

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

What’s your post-IPO stock liquidation strategy? Working for a company as it goes public can be a very exciting and rewarding experience. If you have

What happens to employees when a company is bought out? Depending on your position, it can be stressful to work for a company when it

Stock options or awards can be quite complex. But it’s important to understand how stock options work, especially if it’s a big part of your
Investing your 401(k) in company stock can be quite risky. Although companies are scaling back on the practice, there are still many big U.S. firms