Incentive Stock Option Expiration Date Problem

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.

The 409a Valuation Process – 10 Things Every Founder Should Know

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.

Secondary Stock Sales: A Brief History

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

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

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.

Disclosures Needed for an Employee Tender Offer

Figuring out how to manage what type of equity to issue—Restricted Stock, ISO, NSO, or RSU—is an ever-present challenge for startups, with the best strategy changing as a company grows.

Building Culture Through Tender Offers of Employees Stock Options

A reflection on life as a private company for over a decade and the importance of culture to sustain the team through the inevitable ups, downs, and pivots that any successful startup encounters.

Navigating the Employee Liquidity Path: Private vs. IPO

Free flowing private capital, strong cash generation, and a desire to avoid regulatory requirements

A Legal Guide to Secondaries

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

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