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What Going Public Could Mean for Your Company Stock

What Going Public Could Mean for Your Company Stock

Updated November 19, 2024

Originally posted March 30, 2021


An Initial Public Offering (IPO) can be a significant event for employees of a pre-public company. While it's a milestone for the company, the impact on individual employees' wealth can be complex and uncertain.

Tax Considerations of Your Stock Plan

Tax Considerations of Your Stock Plan

Updated November 19, 2024

Originally posted March 11, 2021


Equity compensation can be a powerful tool for employee retention and wealth building. However, understanding the tax implications of different types of equity compensation is crucial. Let's delve into the tax consequences of Restricted Stock Units (RSUs), Stock Options, and Employee Stock Purchase Plans (ESPPs).

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Understanding Your Stock Plan

Understanding Your Stock Plan

Updated November 13, 2024

Originally posted March 8, 2021


As part of your equity compensation, a company may offer different plans. Here, we break down each type of plan and their rules...

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Navigating the IPO Landscape

Navigating the IPO Landscape

Updated November 25, 2024

Originally posted March 5, 2021


Going public is a significant milestone for a company, and it can also be a pivotal moment for its employees. With the potential for substantial financial gains, it's crucial to understand the implications and plan accordingly.

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We have worked with employees of the following companies: