A few weeks ago, we started bringing back essential Heretics 101 content. Today we're revealing insider secrets of equity negotiation that could save you millions. Colleen McCreary recommended this episode, and the stakes couldn't be higher.
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KEEP UP WITH NOLAN + KELLI ON LINKEDIN
Nolan: https://www.linkedin.com/in/nolan-church/
Kelli: https://www.linkedin.com/in/kellidragovich/
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TIMESTAMPS:
(00:00) Intro
(00:32) The Problem (HR Leaders Don't Understand Equity)
(02:05) The Four Essential Questions Checklist
(02:14) Question #1 (What's the Fully Diluted Share Count?)
(03:53) Question #2 (What's the Strike Price/409A Valuation?)
(05:03) Question #3 (What's the Last Preferred Price?)
(07:51) The Golden Handcuffs Reality Check
(09:38) Question #4 (What's Your Exercise Window?)
(10:51) The Negotiation Secrets They Don't Tell You
(12:08) Why Strike Price Appreciation Kills You
(13:55) Sponsors: Planful | Metaview
(16:44) Advanced Negotiation Tactics
(21:51) Don't Take Equity at Face Value
(22:47) Your Responsibility To Do the Research
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