Exercising Stock Options
What does it mean to exercise stock options and when is the best time to exercise options? With stock options, employees have the right (not
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 does it mean to exercise stock options and when is the best time to exercise options? With stock options, employees have the right (not
When a company buys another company, what can happen to your stock depends on several factors, including if you own stock outright or vested/unvested stock
Working for a startup can pay off big financially, but a lot must go right along the way. If you are considering taking a job
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:
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
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 happens to employees when a company is bought out? Depending on your position, it can be stressful to work for a company when it
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