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Working at a startup is rewarding for many reasons – building something from scratch, collaborating with colleagues to make an idea into reality, and potentially changing an industry or a market for the better.
If you own company stock, the initial public offering (IPO) is the chance to monetize all your hard work. But understanding what to do with your stock, how to maximize benefits and minimize taxes, and how to turn a windfall into lasting wealth are a whole new level of complexity to be managed.
While this is far from comprehensive and you’ll likely want some specialized advice here, we’ve put together a quick read to get you thinking and planning if your IPO is starting to move from “someday” to “someday SOON.”
Pre-IPO stock can take many forms. You may have been granted stock outright that you fully own now and can sell as... ...
If you’re a financial advisor looking to grow your firm, we have you covered. Whether you’re a marketing expert or need the guidance and content to build your program, we’re here with you every step of the way.
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