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Classroom /Results

Search results

21 entries found

Liquidity

Late-Stage Private Companies

June 2024

Asset sale vs. stock sale

Explore the differences between two types of M&A deal structures: asset sales and stock sales. Learn the tax...

Learn how to model exit scenarios using waterfall analysis. Waterfalls help investors predict how shareholders would be...

View

Liquidity

April 2024

Leveraged buyout (LBO)

A leveraged buyout (LBO) is a type of M&A exit strategy. The buyer uses debt as leverage to finance a substantial...

View

Founder Education

December 2023

Business exit strategies

An exit strategy outlines how and when a founder, CEO, or investor plans to liquidate a company. Learn more about IPOs,...

Secondary block transactions allow investors to buy or sell shares outside company-sponsored transactions. Learn how...

Learn about tender offers, the tendering process, and how tenders work for private and public companies. Get all the...

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Initial Public Offerings

December 2023

IPO readiness

This IPO readiness guide includes a checklist and timeline for pre-IPO companies that are in the process of...

Liquidity events allow shareholders to turn illiquid equity into cash. Learn more about IPOs, M&As, tender offers, and...

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How equity-holding employees can prepare for an IPO

Employee Resource Center

September 2023

How equity-holding employees can prepare for an IPO

If your company is going public soon, here's what you can do to be IPO-ready.

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Liquidity

August 2023

Liquidation preferences

We cover both standard and non-standard terms for each of the various rights and liquidation preferences, and how they...

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Special purpose acquisition company (SPAC)

Liquidity

June 2023

Special purpose acquisition company (SPAC)

Learn what a SPAC is, how the deal process works, and how a special purpose acquisition company merger differs from a...

Did you receive Form 1099-B from your broker-dealer? Learn more about Form 1099-B and who receives it in this...

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What is a 409A valuation?
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How are stock options taxed?
Exercising stock options
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What is a SAFE?
Pre-money vs post-money SAFEs
What is Internal Rate of Return (IRR)?

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