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Stock Comp Financial Planning for Private Company Employees: From Startup to IPO or Acquisition

Sept. 22, 2021
Recorded Online

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 strategies for financial and tax planning that can help advisors 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.

Webinar Panelists

  • Devin Blackburn, Senior Vice President, Northern Trust Wealth Management
  • Meredith Johnson, Director, Tax, BPM
  • Kristin McKenna, Managing Director, Darrow Wealth Management
  • Bruce Brumberg (moderator), Editor-in-Chief of myStockOptions

Webinar Agenda

  • How and why equity grants in private companies differ from those in public companies
  • Early-exercise stock options and Section 83(b) elections
  • est 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

Continuing Education Credits

The webinar offers 2.0 CE credit hours for:

  • Certified Financial Planners (CFPs)
  • CPWA and CIMA certifications from the Investments and Wealth Institute
  • Certified Equity Professionals (CEPs)
  • Enrolled Agents (EAs)

More Information, How to Register

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