Exercise Options Using a "Stock Swap"

Posted by Jason Pfannenstiel on June 19, 2018

If you're like most professionals with Incentive Stock Options (ISO) or Non Qualified Stock Options (NQSO), when it comes time to exercise, you will either use cash on hand or sell your current stock to generate cash for the purchase.

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Topics: Estate Planning, Tax Planning, Startups

Five9 Deserves a High Five

Posted by Jonathan Ting on May 22, 2018

As companies are rapidly moving to the cloud, we believe MTVX member Five9 is well positioned to replace legacy systems in the contact center software space and will greatly benefit from the shifting landscape.

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Topics: Company Profiles, Tri-Valley Research

Commercializing The Lab's Tech

Posted by Don Garman on October 2, 2017

Dan and I recently had the privilege of visiting Lawrence Livermore National Laboratory (LLNL) to learn about research and development conducted at the site.

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Topics: Tri-Valley Research

Made in the Tri-Valley

Posted by Daniel Potts on September 11, 2017

World class wine and scientific research are what the region is known for, but there are more industries contributing to our booming economy than you might think.

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Topics: Company Profiles, Tri-Valley Research

Natus Medical: Pleasanton's BABY

Posted by Yari Wajid on August 16, 2017

Natus Medical Incorporated (NASD: BABY) is a member of the Mirador Tri-Valley Index (MTVX) and a company that we believe has a number of desirable characteristics.

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Topics: Company Profiles, Tri-Valley Research

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