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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A library of articles from
Founders Circle Capital
The Road to IPO
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 IPO Software Stack: What You’ll Need Before Going Public
The IPO Readiness Guide for CFOs
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
“Ask Me Anything” with CFO Jeff Epstein of Apex and formerly of Oracle (2008-2011)
“Ask Me Anything” with CFO Tim Bixby @ Lemonade
“Ask Me Anything” with CFO Lee Kirkpatrick Twilio (2012-2018)
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