One of my companies was acquired.  What do I do?

If one of your companies was acquired, you will need to create a sale or stock swap transaction. Clarify with the company the exact terms of the sale and what they mean for you as an individual investor. Keep in mind that you may need to set up an escrow assignment if cash is being dispersed over time.

Make sure you check off the Exit Transaction box before hitting the “Save” button. Your investment will now appear under Exited Investments accessible from the left hand navigation.

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