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Description
The landscape of equity compensation is evolving rapidly - especially in the private markets. Join us for a dynamic and informative session designed to equip financial planners with the latest tools and insights to better support clients navigating complex equity structures.
Learning Objectives
Emerging Trends in Equity Compensation: From performance stock units (PSUs) and profit participation units to token-based compensation, we'll dive into the newest equity types and what they mean for advisors and clients alike.
Staying Private for Longer: Understand how shifts in the M&A and IPO markets are changing the timing and liquidity of equity, including the growing relevance of tenders and secondary transactions.
Valuation and Dilution Dynamics: Review valuation changes across funding rounds and how dilution impacts long-term ownership and exit scenarios.
Planning Considerations: Learn how to spot key opportunities—like tender offers and post-termination equity planning (PTEP)—and what advisors should ask to properly evaluate a client’s equity situation.