For start-up founders and executives, an impending exit can be both exciting and overwhelming. A successful exit provides the opportunity to reap the benefits of hard work, but founders may miss out on opportunities due to the inherent complexity of liquidity events. This primer offers a playbook on how to plan appropriately so as not to leave money on the table.
While intended for founders and other C-suite level executives, this guide may prove helpful for other employees as well. We will start by reviewing the different types of equity grants and critical equity compensation tax planning considerations; then tackle tax planning strategies prior to a potential initial public offering (IPO); and conclude with strategies for selling stock after the IPO.
