Lessons, Insights, & Strategies
Thoughtful perspectives on equity compensation, pre IPO planning, mergers and acquisitions, taxation, and financial planning.
Equity compensation
“I’m Going to Exercise and Hold My ISOs!”... Are You Sure?
Why “saving on taxes” isn’t automatically the right answer
Taxation
Incentive Stock Options: The Basics
A plain-English primer on ISOs and the Alternative Minimum Tax
Pre-IPO to IPO
Tender Offers: You Can Sell Your Shares Before Your Company Goes Public
What They Are, How They Work, and What to Think About Before You Act
Equity compensation
When Your Company Stock Becomes Your Whole Portfolio
A Case Study in RSU Concentration
Pre-IPO to IPO
Your Company Is Going Public. Here Are 5 Things to Consider.
What I’ve Learned Advising Employees Through IPOs