Grantd
Share
Unlocking equity compensation wealth with AI-powered, confident, timely decisions for advisors and their clients.
21/05/2026
Tender offers are reshaping private-company wealth — and the planning window is short.
Aric Jacobson — Sr. Equity Compensation Planner at Grantd, CFP®, JD, Tax LLM — just published a new breakdown for financial advisors on what to do when a client gets a tender offer:
• Which shares to tender first
• Why a higher tender price can trigger unexpected IRS treatment
• How to use the offer to manage AMT exposure
• When to use the proceeds to start ISO holding-period clocks
Practical, technical, and the framework Aric has used with clients through multiple pre-IPO tenders.
Read the full piece → https://www.grantdequity.com/articles/tender-offers-a-critical-liquidity-tool-for-private-company-employees
