Equity 101: For employees of private equity-backed companies

What employees will learn:

  • Equity Basics: An introduction to how equity compensation works, how to value it, etc. 
  • Types of Equity Awards: Explanations of stock options, restricted stock, Profits Interest Units, and phantom equity.
  • Tax Implications: Key tax considerations for equity awards.
  • Vesting & Exit Events: Understanding vesting schedules and aligning financial goals with company growth and exits.

 

Download the Equity 101 guide and share with your portfolio companies, employees, or anyone interested in learning more about how employee equity awards work in PE-backed companies.

PE Equity 101 Guide

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