106 Things We Do For Clients, No. 36

by | Aug 2, 2017 | *Financial Awakenings, Fee Only Financial Planning

No. 36 of 106 Things We Do For Clients

Help handle exchanges, tenders, and special stock dividends. Exchanges happen when a company is merged and the stockholders receive shares of the acquiring company. A tender offer is an offer to purchase some or all of a shareholder’s shares in a corporation. Special dividends are one-time distributions of earnings to shareholders. Each of these events carries its own set of decisions and nuances. We help you negotiate all of them.

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