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.

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.

A Legal Guide to Secondaries

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

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

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

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

Understanding QSBS

If you are facing a potential taxable event from shares you acquired in a private company, understanding the ins and outs of Section 1202 of the Internal Revenue Code (IRC) just might ease the pain of one of life’s inevitabilities.

Impacts on New Tax Reforms

In this post, SVB summarizes some of the most impactful provisions of the TCJA, and provides practical actions for you to consider.