Have you ever been through a tender offer?
Many of our clients have had to decide whether to participate in a tender offer like Stripe recently made to current and former employees. At Schmidt, we continually discuss our clients' risk tolerance and goals. And boy, are we glad we do! When opportunities arise for a client, we love knowing we have helped position them to make the most informed choice based on their situation and dreams. This story shares this journey and how excited we were to celebrate our clients' success when they quickly decided to participate.
If you need help navigating a tender offer or any other equity compensation opportunity, get in touch! www.schmidtfm.com
Disclaimer: Schmidt Financial Management, Inc. is a Registered Investment Advisor Firm. Schmidt Financial Management, Inc. does not provide tax, accounting or legal advice. Individuals and firms may only transact business in a jurisdiction after satisfying its licensing and qualification requirements, or after being excluded or exempted. Schmidt Financial Management, Inc. does not intend to provide personalized investment advice through this site, post, or video.