If you’re moving from a giant, public tech company to a pre-IPO company, especially a small pre-IPO company, you’re in for some meaningful changes.Continue reading
The Three Stages of an IPO. Which Are You In? What Should You Be Doing Now?
If you work—or worked—at a private company, maybe you think IPO planning is just what you do in the few months before and after the IPO.Continue reading
You have 90 (30?) days, to exercise your ISOs or let them convert to NQSOs. What to do?
The last thing you need after you’ve lost your job is to be forced to make a decision—that could be worth a lot of money—in just a few weeks.Continue reading
You kept all your company stock. And now it’s worth so much less. What should you do?
Picture it: Bay Area, November 2021. You own a bunch of Block (or Airbnb, DoorDash, UiPath, Squarespace, Palantir) stock. You’ve got plans!Continue reading
Your Company Is Going Public. The Power of a Good Question. Or 5.
Much of the work of personal finance isn’t objective. There isn’t An Answer. Because it’s “personal” just as much as it is “finance.”Continue reading
How many of my RSUs should I sell?
How many of your RSUs should you sell when they vest?
I have long given the advice, “Just sell ‘em all, ASAP.” But I’ve grown a bit soft in my old age (hush your mouth).Continue reading
Airbnb Is Going Public. Time to Create a (Flexible) Strategy.
Soooo…Airbnb’s going public. Can I get a woo woooo?!Continue reading
My (private) company is doing a tender offer. Should I participate?
When you work at a private company, you might dream about your company going IPO one day, and all your company stock turning into riches. If you’re reading this post, I imagine you are now contending with one of the other ways to turn private-company stock into grocery money: a tender offer.
A Collection of The Most Important Bits About Restricted Stock Units (RSUs)
Over many blog posts and over many conversations with clients and colleagues, I’ve trotted out a few different ways of framing and understanding RSUs. I never know what framing is going to hit home, so I thought I’d gather them all into one post. Maybe one thing I write below will finally make you go, “Oooooohhhhh! That’s how they work.” A gal can hope.
Is Airbnb EVER Going Public?
Have you been waiting a Very Long Time for Airbnb to go public? Did you get all excited back in September of last year when Airbnb announced that it would go public in 2020? Are you beginning to wonder if it will ever happen? All that lovely stock, all those beautiful RSUs, all those tempting stock options…when will they turn into MONEY?!
My Airbnb Options Are Expiring Soon. What Should I Do with Them?
If you started at Airbnb several years ago, you might be coming up hard and fast on an unpleasant deadline: The expiration of your options.
What Should I Do with My Vesting RSUs, Now that the Stock Market Is Tanking?
You work for a public company. Your RSUs are continuing to vest. The stock market and, more importantly, your company stock have dropped a lot in price. Even if you’ve been comfortably following a strategy with your RSUs, are you feeling a wee bit less certain about the strategy right now?