Description
Employees and executives with stock options, restricted stock/RSUs, or founder's stock in fast-growing private companies face important wealth-building and tax-minimizing decisions. In 100 minutes, this webinar covers the fundamentals of private company stock grants and related financial- and tax-planning strategies to serve these clients effectively, build wealth, and prevent expensive mistakes. The webinar features three leading financial advisors presenting practical guidance and real-world case studies. Their insights and expertise apply to clients at both startups and later-stage private companies, from the time of grant until the company goes public or is acquired.
Learning Objectives
- How and why equity grants in private companies differ from those in public companies
- Early-exercise stock options and Section 83(b) elections
- Best time to exercise options in a private company
- Double-trigger RSUs: how they're structured and the many issues they raise
- 409A valuations and why they're important for tax and financial planning
- Mistakes to avoid in financial/tax planning, from startup to pre-IPO
- Ways to finance exercises of private company stock options, including outside sources
- Strategies in estate and charitable planning for low-basis stock
- Qualified Small Business Stock (QSBS)
- Evaluating liquidity programs for private company stock, including private tender offers and secondary market resales
- SPAC acquisition as a route to going public: financial and tax planning
- Smart decisions to make during and after the post-IPO lockup
- Checklist of key features to look for in clients' private company stock grants
- Lessons learned from the recent wave of IPOs, M&A, and private/startup financing
- Case studies