New Compound Conversation: Tender Offer strategies most employees miss

The Tender Offer Strategies Most Employees Miss

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Tender offers are becoming more common — and most employees make the call without knowing what they're really deciding.

Join Compound Planning advisors Nicholas Garcia, CFP® and Gabriel Garcia for a Compound Conversation on the decisions that actually determine your outcome when a tender window opens.

You'll learn:

  • Why it matters which shares you sell and how timing affects what you keep
  • How to model out different selling scenarios to understand the real tax and cash impact
  • Why your decisions should be based on your own situation, not what colleagues are recommending
  • What to do once the window closes, including estimated taxes, diversification and next steps

Whether you're at a company actively running a tender or just want to be ready when one comes, you'll walk away knowing what questions to ask and what strategies most people never consider.

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.