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6 Steps for Evaluating Company Stock Sales at Year-End

Wondering if you should be doing anything with your stock options, restricted stock / RSUs, employee stock purchase plan (ESPP) shares, stock appreciation rights, or other equity compensation by the end of the year? This video shares a 6-step process to help with that decision.

Andy MardockNovember 24, 2021ViviFi PlanningEquity Compensation, Company Stock, Restricted Stock / RSUs, Stock Options
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8 Steps to Plan for an Initial Public Offering (IPO)

Andy MardockDecember 6, 2021Company Stock, Equity Compensation, Restricted Stock / RSUs, Stock Options
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