• Introduction
    ▼
    • Why Companies Are Embracing Employee Liquidity
    • How to Run a Successful Liquidity Program
  • Set Eligibility and Restrictions
  • Identify an Optimal Buyer and Structure
  • Set a Price
  • Investigate Impact on the 409A Valuation
    ▼
    • 409A Valuation
    • Hypothetical Scenarios
  • Prepare Company Disclosures and Information for Due Diligence
  • Provide Information to Employees
  • Determine the Legal Implications
    ▼
    • Stock Transfer Restrictions and Rights
    • Symmetry of Information Sharing
    • Exposure to Legal Liabilities
  • Determine the Tax Implications
    ▼
    • Taxation Issues Around Each Type of Stock Issuance
    • QSBS-See If Anyone Qualifies for Special Tax Treatment
    • How to Make an Employee Tender Offer Less Taxing
  • Get Your Message Right – Inside the Company
  • Conclusion
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I Need Advice on Going Public From Experienced CFOs

Insights and scar tissue from private-to-public finance leaders.

  • The 2022 IPO Readiness Guide for CFOs
  • The Road to IPO: HashiCorp CFO Navam Welihinda on Going Public During Uncertainty
  • The Road to IPO: Advice on IPO Readiness in Uncertain Times From Three-Time IPO Veteran Steffan Tomlinson
  • The Road to IPO: Inside Remitly’s Accelerated IPO Timeline
  • The Road to IPO: Insights on Public Market Readiness from Robinhood’s Finance Leaders
  • The Road to IPO: CFO Greg Henry on Steering Couchbase Through its Public Debut
  • The Road to IPO: CFO Jeff Epstein of Apex and formerly of Oracle (2008-2011)
  • The Road to IPO: CFO Tim Bixby @ Lemonade
  • The IPO Readiness Guide for CFOs (2021 Edition)
  • The Road to IPO: CFO Lee Kirkpatrick Twilio (2012-2018)
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