The turbulent economy is impacting the way startups do business. The bear market, steep inflation, and global volatility have many companies instituting a variety of cost-cutting measures, such as consolidations, IPO delays, hiring freezes, and layoffs. If you’re among ...
Many investors are nervous. Even when you understand that unpredictable ups and downs are a persistent feature of the market, volatility like this can make it seem like the sky is falling. Especially when markets are down and prices are rising, however, it’s critical ...
If your company is planning to go public, you have a lot of preparation to do. You’ll need to decide whether and how much to invest in your company before its public offering and understand the potential tax consequences of the decisions you make. The two ways ...
Because it can take anywhere from six months to two years for a company to complete the pre-IPO process, your company’s big day may seem a long way off. Once you’re aware of the plan to go public, however, you have no time to waste. Here are some key considerations to ...
If you’re a startup founder, executive, or employee, your company’s IPO might be your first experience with managing wealth. While an influx of cash is certainly a blessing, it also brings new challenges into your life. What you do the year leading up to IPO day can ...
For employees who own equity in their companies, the approach of IPO day is filled with excitement. Along with the possibility of newfound wealth, however, comes the prospect of a sizeable tax bill. If your company is on the path to public offering, you may be ...
In part one of this two-part series, we reviewed how an 83(b) election works, how it can reduce taxable income, and the potential drawbacks of filing the election. In part two, we’ll look more closely at how 83(b) applies (or doesn’t apply) to different types of equity ...
If your company is headed toward public offering, whether through IPO, SPAC, or direct listing, it’s likely you’re wondering how you can make the most of your equity compensation. While this can take several different forms, this article will specifically examine the ...
Peak ripeness can be elusive. When you buy avocados, it’s often for a specific purpose. Maybe you’re planning to have fajitas for dinner this week or make guacamole for a party. If you start worrying about whether the avocados are at the peak of their ripeness, ...
In the first three parts of this series, we used an avocado analogy to discuss when it’s time to exercise your stock options (pick the avocados), what it takes to be ready to sell your shares (make guacamole), and how to keep more of that guacamole for yourself and ...