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Managing Equity at a Growth Stage Company

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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.

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.