Stock Options – I got a grant, now what!
Join SCW Resource Member Bill Richter, of Richter Law Offices, for a discussion of stock options from the service provider (including founder) perspective.
Questions for discussion include: What does it mean to receive an option? Are there any adverse consequences upon receipt of a grant? Do I need to be concerned about Section 409A of the tax code? And what are Section 83(b) elections? Does it matter if I have an ISO or an NSO? How does option exercise work? Taxes, Taxes, Taxes! What might I try to negotiate, when and why? What happens if I leave, get fired, become disabled or die? What might happen to my options on acquisition? They gave me the option plan, it’s long, do I really need to read it? What might the future hold for options as incentive and retention tools generally?
Thank you to Santa Cruz Works benefactor sponsors: City of Santa Cruz Economic Development Office, productOps, UC Santa Cruz, Plantronics, Central Coast Angels, Amazon and Looker.