So I have the attached slidedeck. It is currently 17 slides. I need the correct slidedeck compacted because I need to add more information while staying at around 17 slides total and I only want my presentation to last 30 minutes total. The following information to be added is: Q&A panel of guys where I will ask why did the company want dual class stock? does having dual class stock impact IPO? How? Are there any sunset provisions on the dual class stock that the company has? Why or why not? Do secondary market sales impact employee stock valuation? How? Do company stock buybacks impact stock valuation? How? What do you anticipate will be the impact of the buyback on the 409A for June 2025? Why? Are fewer shares outstanding, wouldn't the price go up per share? Additional information to add- How do stock options expire: stock options Legally expire based on the terms set in their grant documents and applicable law. Here's how exploration and exercise periods generally Work: 1. standard expiration date -most stock options are granted with a fixed expiration date, often 10 years from the original grant date -if not exercised by this date, the options are permanently forfeited, even if you are still employed. 2. post-termination exercise period (PTEP) -when employment ends (voluntarily or involuntarily) you lose all unvested options and you keep rights only to vested options but must exercise them within a limited window, often the earlier of (a) the standard 10-year expiration date or (b) a shorter PTEP set by your company's plan. The most common PTEP is 90 days (about three months) -this is especially True for incentive stock options (ISO's) which due to IRS rules must be exercised within 90 days of termination to retain favorable tax treatment. companies can allow a longer PT EP for non-qualified stock options (NSO's) but if you take longer than 90 days to exercise an ISO it converts to an NSO and loses ISO tax benefits. 3. special circumstances -death or disability: The post termination exercise window is often extended commonly six to 12 months always check your plan documents as provisions can vary. Plan specific rules: your plan may allow longer or shorter exercise periods Or have clawback provisions always review your grant documents for specifics. Clawbacks: Some plans allow the company to reclaim (buy back) shares/options under certain conditions. 4. process summary: 1. while employed: You may exercise vested options anytime up to the expiration. 2. after termination: You have only the PTEP (often 90 days) to exercise vested options; unvested options are forfeited. 3. if not exercised in time: options expire and you lose all potential value. Key reminders: the exact rules depend on your company's stock option plan, grant agreement, and applicable tax law. always review plan docs and consult HR or legal/tax advisor to understand your rights and deadlines.
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Explore the dynamics of privately held stocks, valuation methods, and stock option management, including differences between ISO and NQSO. Understand super voting stock's role in business decisions and delve into the impacts of stock buybacks on valuation and earnings per share.