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Snowflake IPO: Prepare for Lockup Ending March 5, 2021

The Snowflake IPO is the largest software IPO ever. After pricing its IPO at $120, the stock price has surged. You may have sold 25% of your shares during the December window. Another important [...]

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[Video] Restricted Stock Units (RSUs)

RSUs (Restricted Stock Units) are company stock that will be paid according to a vesting schedule. The taxation of RSUs isn’t straightforward. And what’s even more difficult is [...]

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[Video] Incentive Stock Options

Incentive Stock Options are complicated. If you’re an early employee of Affirm, Snowflake, or soon-to-IPO companies like Coinbase, you likely are facing a windfall. Before you go down the [...]

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[Video] Prepare for your Company’s IPO

Congratulations on your company’s IPO! Now comes the hard part as you wait for the lockup period to end. Traditionally, companies enforced a 180-day lockup period. Recent IPOs from Affirm, [...]

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Snowflake IPO: Which Financial Professional Should You Hire?

Happy New Year! Finances are a common new year’s resolution. And the complexity and magnitude of your Snowflake stock compensation is a lot to handle alone. I previously wrote about how [...]

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Snowflake IPO and Your RSUs

You may have received another equity award from Snowflake called Restricted Stock Units. RSUs are more straightforward compared to your Incentive Stock Options, which were granted pre-IPO. RSUs [...]

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Snowflake’s Lockup is Ending: Prepare for an Emotional Roller Coaster

After guiding clients through their company’s IPO and the subsequent lockup, I wanted to share lessons from their experiences. You’ll learn about the three mental traps I’ve observed [...]

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Snowflake IPO and Your ISOs (Incentive Stock Options)

Your Incentive Stock Options are complicated. As Snowflake’s lock-ups come off in December 2020 and March 2021, your stock options will go from a promise to (a lot of) real money. I address [...]

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Donating Snowflake Stock: Help Charities, and Benefit Financially

If you previously exercised your Snowflake Incentive Stock Options (ISOs), you may be sitting on a stockpile of shares with a huge embedded gain. As COVID continues its rampage across the US, you [...]

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Blessings (and Burdens) of an IPO Financial Windfall

Transitions, even positive ones like a financial windfall from an IPO, can be overwhelming. You may be uncertain about what to do with your upcoming windfall from the Snowflake IPO. Important [...]

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