Double-Trigger Acceleration Clauses in Equity Compensation: Topics to Review Before an Acquisition Closes
A plain-language look at double-trigger acceleration clauses in equity grants and questions to raise with your advisors before a deal closes.
Capivise insights
Ideas for sharper advisor conversations.
Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
tax planning
1031 exchange
business sale
financial advisor
advisor-coordination
equity compensation
liquidity event
exit planning
capital gains
estate planning
Employee Stock Purchase Plan (ESPP) Dispositions: Topics to Review With Your Tax Advisor Before Selling
An ESPP sale can be a qualifying or disqualifying disposition, and the two produce very different tax bills. Topics worth reviewing before you sell.
Disqualifying Disposition of ISOs: Topics to Review With Your Tax Advisor Before Selling Within the Holding Period
Selling ISO shares before the holding periods end changes the tax character. These are the questions worth raising with your tax advisor first.
Section 83(b) Election: Topics to Review With Your Tax Advisor Before the 30-Day Window Closes
A Section 83(b) election has a strict 30-day filing window and meaningful long-term tax consequences. Here are the topics to review with a tax advisor before deciding.
QSBS Section 1202 Exclusion: Topics to Review With Your Tax Advisor Before Selling Qualified Small Business Stock
The Section 1202 QSBS exclusion has eligibility tests that get complicated fast. These are the topics worth raising with your tax advisor before the sale closes.
Tender Offer for Private Company Stock: Questions to Clarify With Your Advisors
A company-sponsored tender offer creates a limited window for equity holders to sell. Understanding the mechanics, tax topics, and advisor coordination questions before the offer opens can clarify the decisions involved.
Secondary Sales of Private Company Stock: Topics to Review
For employees and investors in private companies, secondary sales offer a path to liquidity outside of an IPO or acquisition. Here are the topics to review before pursuing one.
Stock Options and RSUs: What to Review Before a Vesting Event
Vesting events create both an opportunity and a tax bill. Reviewing the right questions with a qualified advisor before the event date can make a meaningful difference in the outcome.
Preparing for a Liquidity Event: Topics to Address With an Advisor
A liquidity event can convert years of equity into a single large sum of money. The planning work that should happen before that moment is different from anything that comes after.