“I am being urged to invest in my employer by new Private Equity owners; any concerns?”

Sklover Working Wisdom

Question: My company (small, privately held) is in the process of being purchased by a “private equity” firm. I own options and am being asked to “invest” 50% of the cash proceeds I will receive when the sale takes place into the new company. Windham, New Hampshire. Answer: Dear Brian: For three decades now I’ve seen many employees in your circumstances invest along with Private Equity purchasers of their employers. Q & A Stock, Stock Options, "Equity

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“On FMLA. Don’t want to return, but want unvested stock. What can I do?”

Sklover Working Wisdom

Nashua, New Hampshire. Before you do anything, you MUST carefully review your employer’s stock, stock option or equity plan to determine when you are scheduled to vest, and how you might possibly forfeit your unvested shares. Employee benefit plans are just chock full of rules and regulations that must be adhered to very carefully in order to safeguard your stock, stock options, or other forms of “equity.”

2014 109

“Recording Conversations with Your Boss or HR” What You Need to Know

Sklover Working Wisdom

And don’t forget that “cause” termination could result in forfeiture of unvested equity, deferred compensation, and even ineligibility for unemployment compensation. In alphabetical order, they are: California, Connecticut, Delaware, Florida, Illinois, Maryland, Massachusetts, Michigan, Montana, New Hampshire, Pennsylvania, and Washington (state). . “When it comes to privacy and accountability, people always demand the former for themselves and the latter for everyone else.”.

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