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Brant Cavagnaro, CFA, CFP®, ECA and Joe Orff, CFA, CFP®

Understanding Equity Compensation at Privately Held Companies

November 16, 2023 | By Brant Cavagnaro, CFA, CFP®, ECA and Joe Orff, CFA, CFP®

The valuation and exercise of stock options with privately held companies introduces unique complexities for investors. In this Insight, I will review some key considerations with a focus on the main differences between common types of equity compensation and their implications for taxes.