Private Company

Preparing for Public Markets: A Strategic Approach to Equity Planning

Preparing for Public Markets: A Strategic Approach to Equity Planning

Going public is a transformational milestone for any company, but the process is complex and requires meticulous preparation. One of the most critical components of this transition is equity management. Aligning your equity plan with...
What is an 83(b) Election and How Does It Work

What is an 83(b) Election and How Does It Work?

Intro In the furious world of tax forms and deadlines – file this by January 31st! submit that by March 31st! and so forth – there’s one particular filing that comes up randomly in conversations...
Scaling Equity Programs for Growth Advanced Strategies for Mid-Stage Success

Scaling Equity Programs for Growth: Advanced Strategies for Mid-Stage Success

How Equity Compensation Helps Startups Compete and Extend Their Runway The evolution from early-stage startup to growth-phase organization demands a transformation in equity strategy. Recent research underscores this imperative: companies with sophisticated equity programs report...
The Start-Up Equity Blueprint Building Strong Foundations

The Start-Up Blueprint: Building Strong Foundations for Scale

How Equity Compensation Helps Startups Compete and Extend Their Runway A brilliant idea and passionate leadership are just the beginning for any startup. The real game-changer? A well-structured equity program. Equity compensation is a startup’s...
Equity Benchmarking

Equity Benchmarking – Why It Matters, and What Position is Best for You

While several factors influence the structure and scope of equity plans, benchmarking stands out as a pivotal tool to gauge your position in the industry relative to peers. It offers a strategic lens through which...
How Often Should Private Companies Review Their Equity Plans

How Often Should Private Companies Review Their Equity Compensation Plans?

Equity compensation plans play a significant role in attracting, retaining, and motivating key employees and executives in both public and private companies.  But while public companies often have the practice of an annual refresh and...