• 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

CFO Leadership

Advice by and for CFOs about navigating complex issues and growing pains and scaling yourself as a leader.

  • The State of Fundraising in 2023
  • The 2022 IPO Readiness Guide for CFOs
  • A Three-Part Framework for Annual Financial Planning
  • Cash Management for CFOs in Profitability Mode
  • Cash Management for CFOs in Recalibration Mode
  • The IPO Software Stack: What You’ll Need Before Going Public
  • 5 Annual Planning Strategy Hacks for CFOs
  • The Role and Responsibilities of the CFO with the Board
  • The IPO Readiness Guide for CFOs (2021 Edition)
  • 2021 Financial Planning and Setting Board Expectations
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