When Should You Exercise Stock Options Before an IPO? A Real Guide for Tech Employees
Timing is everything so learn when to exercise stock options before IPO. Here’s a guide to understand the tricks and traps and come outa winner.
What Is QSBS and Does It Apply to Your Pre-IPO Shares?
Does QSBS apply to pre-IPO shares and what is it exactly? Understand it well and learn how to maximize it.
How to Plan for Your Lockup Expiration After an IPO
What should you do when your IPO lockup expires? Understand taxes, selling strategies, and how to manage RSUs and stock options.
3 Financial Advisors Who Handle Pre-IPO Planning
Explore three financial advisors who specialize in pre-IPO planning, including KB Financial Advisors, Brooklyn FI, and Flow Financial Planning.
If You Work at OpenAI or Anthropic, Here’s What to Think About Before IPO
If you work at OpenAI or Anthropic, learn what to consider before an IPO. Understand RSUs, stock options, taxes, lockups, and how to plan for a liquidity event.
My Company Is Going Public. What Should I Do With My Stock?
Learn what happens to your stock options and RSUs when your company goes public. Understand lockups, taxes, and key decisions tech employees face before and after an IPO.
My Portfolio Did Too Well. Now What? How Founders Manage Large Unrealized Capital Gains
Founder equity grew faster than expected? Learn how tech founders manage large unrealized capital gains, balance taxes, liquidity, and concentration risk.
Do You Pay Taxes on Unrealized Capital Gains? What Founders Need to Know
Do you pay taxes on unrealized capital gains? Learn how founders are taxed on stock, options, RSUs, AMT, and liquidity events, plus smart planning strategies.
Is Deferring Capital Gains Quietly Increasing Your Portfolio Risk?
Deferring capital gains may feel tax efficient, but it can increase concentration risk for tech professionals with RSUs and stock options. Learn how to evaluate the real tradeoffs.