ThimbleberryU

Stock Tender Offers


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"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 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!

At Thimbleberry Financial, Amy Walls and her team make it a priority to really get to know their clients and what's important to them. This goes far beyond their investments.  If you'd like to contact the team and set up an appointment, you can visit:

https://thimbleberryfinancial.com/

or call: 503-610-6510.

To get in touch with Amy and her team at Thimbleberry Financial, call 503-610-6510 or visit thimbleberryfinancial.com.

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ThimbleberryUBy Amy Walls

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