Restricted Equity v. Options & 83(b) Elections
This blog explains the key differences between restricted equity and options as well as when an 83(b) election applies.
Incentive Stock Options v. Non-Qualified Stock Options
The key differences between ISOs and NQSOs lie in eligibility, tax treatment, and the restrictions that shape how employees and founders use them.
How Much Equity Should We Get?
When dividing equity in a startup, it’s essential to ensure all founders vest, roles are clarified, thorough research is done, and the agreement is formalized with a startup attorney.
Pricing Stock Options (What’s a 409A?)
Equity is the currency of startups, but it comes with tax implications. Early shares usually have a minimal par value, while a 409A valuation sets the real market price as the company grows.
Grant Your Equity Wisely
Startups should allocate equity wisely, using it to reward contributors without risking the downsides of granting excessive shares.
Dilution Done Well
Dilution isn’t a loss—it’s leverage. Though each round reduces ownership, effective management turns dilution into a marker of growth.
Keep Your Investors Updated
Keeping investors updated fosters trust, accountability, and support. Structured updates that cover progress, challenges, and asks keep investors engaged, prevent surprises, and set startups up for lasting success.
Understanding Representation & Warranty Insurance in M&A Transactions
Representation and Warranty Insurance (RWI) is becoming increasingly common in mid-market transactions as a tool to manage risk and streamline negotiations. This blog explains what RWI typically does – and does not – cover, its benefits for both buyers and sellers, and when to secure it within the transaction timeline.
Keep Your Early Rounds Small, Your Valuation Reasonable & Close Quickly
Dallas startups are on the rise, but too many early founders chase inflated valuations. This blog discusses why raising only what you need to reach your next milestone—and keeping valuations realistic—can give founders a stronger path to sustainable success.
Best Practices for Startup Boards
A strong board isn’t just oversight—it’s a growth engine. From goal-setting to risk management, effective boards shape strategy, build accountability, and fuel success. This blog highlights key best practices to help boards perform at their highest level.