event June 11, 2026

Managing Equity at a Growth Stage Company

The longer you stay at a growing private company, the more complex your equity picture gets. New grants layer on top of old ones, tender offers start appearing, and the question of whether to hold or take some money off the table gets harder to ignore. Most employees don't have a framework for any of it.

Join Jonny Jonson, Senior VP and Wealth Advisor, Tim Couture and Marcel Pfister, Principal Wealth Advisors at Compound, as they walk through how to think about your equity while your company is still private and scaling.

This is the second session in a three-part series on equity compensation at every stage of a company's lifecycle.

🗓️Date: Thursday, June 11
🕚Time: 11am PT / 2pm ET

What they'll cover:

• • How tender offers work and how to think about whether participating makes sense for your situation

• • When it may make sense to hold your shares and when diversifying is the smarter move, including what to do with proceeds if you do take money off the table

• • How concentration risk builds quietly over time and how to think about your equity alongside everything else you own

• • Tax planning considerations and how to use debt efficiently as your balance sheet grows

• • How to build the right personal financial team as your wealth gets more complex

• • Register if you work at a growth stage company, have multiple layers of equity, and want a clearer picture of how to think about it.
  
  Can't join live? Register to get the recording.

event May 28, 2026

What to Do With Your Stock Options

You received a stock option grant. Now you have questions. When should you exercise? What are the tax implications? What happens if you leave before the company goes public? For most employees, the gap between getting options and knowing what to do with them is wide — and the cost of getting it wrong can be significant.

Join Jonny Jonson, Senior VP and Wealth Advisor, and Marcel Pfister, Principal Wealth Advisors at Compound, as they walk through key decisions for option holders at private companies.

This is the first session in a three-part series on equity compensation at every stage of a company's lifecycle.

🗓️Date: Thursday, May 28
🕚Time: 11am PT / 2pm ET

What they'll cover:

• • The difference between ISOs and NSOs, and why it matters before there's any liquidity

• • How the 83(b) election works, when to make it, and how it can reduce your tax burden down the road

• • AMT: the surprise tax that can show up if you exercise ISOs without a plan

• • How to think about exercising when a liquidity event is still years away, including what to review if you leave your company before it happens

• • What QSBS is, who qualifies, and what founders and early employees often get wrong

• • Register if you hold stock options at a private company and want to understand the decisions in front of you.
  
  Can't join live? Register to get the recording.