Learn the ins and outs of simple and complex waterfall modeling with Carta's free, comprehensive resource.

Learn how LLC distributions work, including how to split profits, manage taxes for single-member and multi-member LLCs, and maintain clean records.

Learn how phantom equity plans incentivize and retain key employees without diluting ownership. This guide covers mechanics, tax implications, and crucial risks for private companies considering implementation.

Profits interest can give LLC members a share of future growth with tax-free grants and long-term capital gains treatment. Learn how to set up and manage them.

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