Category:
Liquidity

The 409a Valuation Process

October 3rd, 2021 by

Stock options have been a way for startups to incentivize employees but with them comes regulatory requirements in the form of a 409A valuation for startups.

The 409a Valuation Process

October 3rd, 2021 by

Stock options have been a way for startups to incentivize employees but with them comes regulatory requirements in the form of a 409A valuation for startups.

Incentive Stock Option Expiration Date Problem

September 25th, 2019 by

As more and more startups elect to stay private for longer, the mandated 10-year expiration date on incentive stock options is becoming a real problem.

Secondary Stock Sales: A Brief History

September 25th, 2019 by

Secondary stock sales have always been possible, but their popularity has soared in the last 10 years. Learn about the history secondary transactions & market.

Section 1202 Stock: The QSBS Gain Exclusion

September 22nd, 2019 by

A little-known tax incentive for investing in qualified small businesses can help investors get $10M tax-free.

Stock Options and Other Equity Compensation Strategies

September 22nd, 2019 by

Incentivizing employees with stock options is common in startups, but it can be difficult to know which types of stock options to provide at each stage.

A Legal Guide to Secondaries

September 9th, 2019 by

For private companies, deciding whether and how employees may sell shares can be tricky. On one hand.

Startup Founders and Executives Consider Financial Wealth Planning

September 9th, 2019 by

Building a great technology start-up to and through a financial exit happens to a rare few.

Why the Stock Option System is Broken

September 9th, 2019 by

Incentive stock options plans were originally designed to encourage employees to patiently help build startups over the long term.

How the New Tax Law (Section 83(i)) Impacts Startup Equity

September 9th, 2019 by

Countless workers have been hit with surprise tax bills after they exercise options, the result of Internal Revenue Service rules that haven’t always been friendly to startups.

How to Avoid a Big Tax Hit on Secondary Employee Tender Offers

September 9th, 2019 by

In Silicon Valley, a tender offer that allows longtime employees at high-performing startups to get some liquidity is fast becoming an expected benefit. While secondary stock sales have always been possible, their popularity—and legitimacy—has soared in the past 10 years as successful companies put off IPOs in favor of staying private