“A stock tender offer is a bid to purchase some or all of the shareholders’ stock in a corporation.” – Investopedia
If you find yourself on the receiving end of a stock tender offer, there are a number of factors that should go into your decision. Today, Amy Walls of Thimbleberry Financial breaks them down.
- What is your purpose for the money?
- Are your short-term or long-term goals more of a priority?
- Understand if there is a particular type of stock (RSU, ISO, etc.) that the offer applies to.
- What are your tax implications for accepting the offer?
- ….and more!
To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com. The ThimbleberryU Podcast is produced by JAG Podcast Productions – https://jagpodcastproductions.com/
