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
Community as Capital: Why We Invest in People-Building
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Link to: Ken Loveless
Ken Loveless
Partner
Co-Founder
Link to: Mike Jung
Mike Jung
Partner
Co-Founder
Link to: Mark Dempster
Mark Dempster
Chief People Officer
Founder, The Circle
Link to: Ana Bharadwaj
Ana Bharadwaj
Investor
Link to: Anthony Matusich
Anthony Matusich
Chief Financial Officer
Link to: Amy Aina
Amy Aina
Investment Administration
Link to: Andrew Boston
Andrew Boston
Partner
Link to: Audrey Vallen
Audrey Vallen
Chief Administrative Officer
Link to: Charles Shannon
Charles Shannon
Partner
Link to: Kalee Gardella
Kalee Gardella
Head of Community &
Programming
Link to: Marilu Livermore
Marilu Livermore
Head of Brand &
Growth
Link to: Owen Van Arsdale
Owen Van Arsdale
Investor
Link to: Preet Kaur
Preet Kaur
Brand & Platform
Operations Manager
Link to: Rebecca Wood
Rebecca Wood
Partner
Link to: Ryan Morrison
Ryan Morrison
Investor
Link to: Shirley Lee
Shirley Lee
Director of Finance
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