Your company was acquired. Now what?
Your company gets acquired. What actually happens to your equity?
The answer depends on what you own, what the deal gives you in return, and what decisions are still yours to make. An all-cash acquisition can create an immediate tax and reinvestment problem. An all-stock deal can leave you wealthier on paper without putting any cash in your bank account. And two employees at the same company can walk away from the same transaction with very different outcomes.
Join Tim Couture, Principal Wealth Advisor at Compound Planning, Kurt Steinkrauss, Member at Mintz, and Jeffrey Solomon, Partner at Cherry Bekaert, for a practical conversation about what founders, executives, and employees should think about when their company is acquired.
What they’ll cover:
• What can happen to your shares, options, RSUs, and unvested equity when your company is acquired
• How an all-cash, all-stock, or blended transaction can create very different outcomes for employees
• How an acquisition can affect your taxes, including exercise decisions, withholding, and QSBS
• What to consider when an acquisition leaves you with a concentrated position in the buyer’s stock
• How to think about investing, diversifying, and planning when your equity suddenly turns into cash
• Why some of the most important decisions need to happen before a transaction is announced or closes
Register to understand what could happen to your equity in an acquisition and how to prepare while you still have options.
Can’t join live? Register to get the recording.
DISCLOSURE: These events have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or accounting advice. You are solely responsible for evaluating and acting upon the education and information contained in this material. Certain federal or state laws applicable to your situation may impact the applicability, accuracy, or completeness of the information in these presentations. Federal and state laws and regulations are complex and are subject to change. This material was not intended or written to be used, and it cannot be used with any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws and regulations are subject to change. Always consult your own tax professional prior to investing. There is no guarantee that any forecasts made will come to pass.