Good Financial Reads: How To Use Equity Compensation, Pre-IPO and Acquisitions

2 min read
March 03, 2023

Woman painting a new coat of paint.

What Happens to My Stock in an Acquisition?

by Rebecca Conner, SeedSafe Financial LLC

Tech professionals have such an interesting life from a stock perspective.   You work hard to understand your offer letter, these weird stock things, and what that means from a tax perspective.   The fun doesn’t end there – now an acquisition turns your beautiful plans into reality!

What happens to your stock in an acquisition depends on a few things.

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The Basics of Restricted Stock Units (RSUs)

by Robert Stoll, Financial Design Studio, Inc.

Restricted stock units, or RSUs, are an employee benefit that many employers offer. This is to incentivize employees to remain with the company for a long time or hit performance goals. It’s really important to understand how they work because they can be a great way to build wealth in the long term. 

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What’s Goals-Based Investing, and How Could It Change Your Portfolio?

by Craig Toberman, Toberman Wealth

You may be surprised to hear that investing isn’t just about green and red arrows, projections, candlestick charts, and monthly contributions. While investing involves technical expertise, it’s enriched when you add context to the numbers via your goals.

Goals-based investing puts deeper meaning behind your investment choices and their outcomes. Let’s take a closer look at what goals-based investing is and how it can change your outlook on investing. 

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Exercising Stock Options Pre-IPO

by Rebecca Conner, SeedSafe Financial LLC

Exercising stock options pre-IPO means evaluating risks and rewards.

  • What will happen to the stock over time?  
  • Will the Company continue to do well?  
  • When could an IPO happen?  
  • How long might the stock remain illiquid/unable to be sold?

[Read the Full Article]

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