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 readingThe Three Stages of an IPO. Which Are You In? What Should You Be Doing Now?
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 readingPlans for your company’s IPO have gone pfft. What should you be doing about your company stock and personal finances now?
The IPO market is very sad right now.
Continue readingYour 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 readingHave NSOs in a public company? How “leverage” helps you decide when to exercise them.
If there’s one topic that our clients have no idea how to figure out, it’s the question of when to exercise their stock options. (Also, “What do you mean, the tax code works like that?”)
Continue readingLessons from Airbnb’s IPO
The unique, initial 7-day trading window for all the Airbnb employees after the IPO has now closed. What might we learn from Airbnb’s IPO, even though we still have most of a 6-month lockup left to go? I think plenty.
Continue readingAirbnb Is Going Public. What Should I Do with My Stock Options?
Airbnb is going public. You have stock options. Likely you also have RSUs and possibly even outright shares of stock. Does it all feel like one inextricable heap? How will you ever create a comprehensive, comprehensible strategy for all of this?
Continue readingAirbnb Is Going Public. What Should I Do with my RSUs?
Airbnb is going public. You have a bunch of RSUs. You are wide-eyed with uncertainty and excitement. Discuss.
Continue readingAirbnb Is Going Public. What a Good Time to Give Away Your Money.
If you’re staring at a windfall from Airbnb’s upcoming IPO, let’s take a moment to think about giving some of it away.
Continue readingAirbnb Is Going Public. Time to Create a (Flexible) Strategy.
Soooo…Airbnb’s going public. Can I get a woo woooo?!
Continue readingIs Airbnb EVER Going Public?
My Airbnb Options Are Expiring Soon. What Should I Do with Them?
