An IPO is one of the biggest financial moments of your career. We help tech employees and founders plan before, during, and after the IPO so you keep more of what you earn, avoid the tax surprises, and build real long-term wealth from it.
RSUs, ISO exercises, and IPO-triggered vesting can push you into higher brackets in a single year. Most people underestimate what they’ll owe by six figures or more.
Having most of your net worth in one company stock is fine until it’s not. Post-IPO stock drops can wipe out paper gains before you’ve diversified.
The biggest IPO tax wins happen 12 to 24 months before the stock hits the market. Early ISO exercises, QSBS qualification, 10b5-1 plan setup, and gift/estate strategies are all harder or impossible once the company is public. We help you make the right calls while you still have options.
IPO planning fails when your CPA, investment advisor, and financial planner don’t talk to each other. We combine them. Your tax strategy and your trading plan line up because the same team builds both.
Exercise timing, AMT impact modeling, dual-basis tracking, and minimum tax credit planning so you capture the long-term capital gains treatment ISOs are designed for.
12 to 24 month runway planning, QSBS qualification analysis, gift and estate strategies that only work pre-IPO, and scenario modeling for different IPO valuations.
Exercise strategy across tax years, cash flow planning, and coordinating withholding so you don't get hit with a surprise bill.
What to do during the six-month lockup, how to prep your trading plan, and how to avoid the classic mistake of dumping everything on day 181.
Vesting tax planning, supplemental withholding adjustments, and double-trigger RSU strategy for pre-IPO companies.
Setup, trading plan design, coordination with your company's general counsel, and ongoing adjustments.
The biggest IPO mistakes happen when people wait to plan until after the S-1 is filed. By then, most of the tax-saving moves are off the table. Let’s build your strategy now, while you still have options.
