Being part of an initial public offering, or IPO, is an exciting time. This is when a private company goes through the process of getting listed on a publicly-traded exchange. Where shareholders may have previously only been able to buy or sell the company’s equity in private deals (if allowed by the company), an IPO allows for company stock to be bought, sold, or traded…
Category: IPO
How to Evaluate an Employee Stock Purchase Plan from a Recent IPO Company
Access to an employee stock purchase plan that offers a lookback provision and a discount is often a great benefit for employees. If you can afford to contribute, these two features may allow you to.
How to Consider Equity Compensation When You Work for a Private Company
Many private companies offer equity compensation in the form of employee stock options. For employers, offering this benefit is one way to attract and retain talent. Equity compensation can create a shared interest in the company’s overall success. If the company does...
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Hi, I'm Daniel Zajac, CFP®, EA
I write about equity compensation and employee stock options in a way that is easy to understand.
NEW! The Ultimate Guide to Equity Compensation
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