The Carta Handbook for Late-Stage Private Companies

Late-Stage Private Companies

Carta announces exclusive streamlined solution with Morgan Stanley at Work for private companies seeking to IPO
Morgan Stanley at Work to become Carta’s preferred U.S. public equity management platform, aligning world-class cap table management and IPO readiness with public equity compensation solutions and wealth management.

Rollover equity
Learn how rollover equity works during PE M&A deals, including advantages, disadvantages, and tax treatment for buyers and sellers.

Asset sale vs. stock sale
Explore the differences between two types of M&A deal structures: asset sales and stock sales. Learn the tax implications for each type of sale to see whether an asset or stock sale is right for your company.

Waterfall analysis
Learn how to model exit scenarios using waterfall analysis. Waterfalls help investors predict how shareholders would be paid out at a future liquidity event.

How to close a business
Learn how to close a business with actionable steps to help you navigate every phase of the company dissolution process. For more information, download our "Dissolutions eBook," a free checklist and guide for founders.

FAQ: How Carta can help with your M&A
At every step of the way, Carta can provide resources and tools to make your M&A less stressful. Here are answers to questions you might have about the process.