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  • Category: Secondary Liquidity

Email Archive

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4 Considerations To Craft Your Company’s Equity Strategy

What growth stage startup leaders can expect from the current fundraising environment.
brightsunoversanfrancisco

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The 409a Valuation Process

Stock options have been a way for startups to incentivize employees but with them comes regulatory requirements in the form of a 409A valuation for startups.

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What’s Going on Below the (Exit) Waves w/ Morgan Stanley

Team Morgan Stanley helped provide some context behind the robust valuations, changing strategies, and structural innovations of today’s market, and offered their advice for how emerging leaders can capitalize on these trends for future success. 
Changes in the Market (IPO, Direct Listing, SPAC) with Morgan Stanley

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SPAC – An Alternate Route to Going Public

Representing 40% of the entire IPO market today, SPACs are quickly becoming an alternative way for venture-backed companies to go public.  But what exactly are SPACs?  How do they work? How do they differ from a traditional IPO? And why the recent hype?
SPAC - An Alternate Route to Going Public

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Handling 409A Valuations In the Era of COVID-19

The CFO|Circle came together with Steve Liu (Shareworks, SVB, KPMG) to share insights on whether the current volatile market might impact valuations of private companies and, if so, steps CFOs might take to position their companies for this reassessment.
Handling 409A Valuations In the Era of COVID-19

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Secondary Stock Sales: A Brief History

Secondary stock sales have always been possible, but their popularity has soared in the last 10 years. Learn about the history secondary transactions & market.

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Section 1202 Stock: The QSBS Gain Exclusion

A little-known tax incentive for investing in qualified small businesses can help investors get $10M tax-free.

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How to Avoid a Big Tax Hit on Secondary Employee Tender Offers

In Silicon Valley, a tender offer that allows longtime employees at high-performing startups to get some liquidity is fast becoming an expected benefit. While secondary stock sales have always been possible, their popularity—and legitimacy—has soared in the past 10 years as successful companies put off IPOs in favor of staying private
Running an Employee Tender Offer Without a Big Tax Hit: How to Structure a Secondary So it Doesn’t Count as Compensation

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A Legal Guide to Secondaries

For private companies, deciding whether and how employees may sell shares can be tricky. On one hand.
A Legal Guide to Secondaries

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