As VC-backed IPO numbers remain modest and private companies continue to build stronger cash flow positions, executives are shifting the way they approach liquidity for employees and investors. In this webinar, we explored how private companies approached employee and investor liquidity in the market and the pros and cons of various solutions.
Key takeaways:
- Mapping out paths to liquidity specific to the stage of your business.
- Educating your team about your chosen liquidity moment.
- Navigating tax and legal implications of liquidity events and the impact on your personal finances.
Featured speakers:
- Ann Lucchesi, Managing Director, First Citizens Wealth
- Rucha Ranade, Director, Corporate Banking, SVB
- Emma Mann-Meginniss, Partner, Cooley
- Eric Thomassian, EVP - Head of Private Company Relations, Forge
The views expressed in the webinar and report are solely those of the speakers and do not necessarily reflect the views of SVB. This material, including without limitation to the statistical information herein, is provided for informational purposes only. The material is based in part on information from third-party sources that we believe to be reliable, but which has not been independently verified by us, and, as such, we do not represent the information is accurate or complete.
All credit products and loans are subject to underwriting, credit, and collateral approval. All information contained herein is for informational purposes only and no guarantee is expressed or implied. Rates, terms, programs and underwriting policies subject to change without notice. This is not a commitment to lend. Terms and conditions apply.
The information should not be viewed as tax, accounting, investment, legal or other advice, nor is it to be relied on in making an investment or other decision. You should obtain relevant and specific professional advice before making any investment decision. Nothing relating to the material should be construed as a solicitation, offer or recommendation to acquire or dispose of any investment, or to engage in any other transaction.
All non-SVB named companies presented throughout the webinar, as represented with the various statistical, thoughts, analysis and insights shared, are independent third parties and are not affiliated with Silicon Valley Bank, division of First-Citizens Bank & Trust Company. Any predictions are based on subjective assessments and assumptions. Accordingly, any predictions, projections or analysis should not be viewed as factual and should not be relied upon as an accurate prediction of future results.
