Liquidity Event Planning

Navigating an IPO, Acquisition, or Tender Offer

Articles

Key things to know/consider/prepare for when your company is being acquired

Key Questions This Article Answers:

•How does an acquisition impact my stock options/RSUs?

•Why does the type of acquisition (cash/stock/hybrid) matter; and how will it impact my stock comp?

•As an employee, what are the key decisions I need to make and risks to consider when my company is being acquired?

Liquidity Event Planning

Key things to know/consider/prepare for when your company facilitates a tender offer

Key Questions This Article Answers:

•As an employee, what are the key decisions I need to make and risks to consider when my company is facilitating a tender offer?

•Should I participate in my company's tender offer? What are the major pros/cons to consider?

•What does it mean when a tender offer occurs at my company, how does it work, and are there any restrictions?

Liquidity Event Planning

Key things to know/consider/prepare for when your company is going public

Key Questions This Article Answers:

•How does an IPO impact my stock options/RSUs?

•What are the key things I should be considering/focused on if my company goes public?

•What new benefits and restrictions will exist due to my company being publicly traded?

Liquidity Event Planning

Key things to know/consider/prepare for if your company allows secondary market sales

Key Questions This Article Answers:

•Can I sell my pre-IPO stock on a secondary market?

•As an employee, what are the key considerations, decisions, and risks of selling shares on the secondary market?

•I'd like to try to sell some pre-IPO shares on a secondary market; how does it work and what should I do?

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