IPO Planning for Your First IPO: Start Here Guide
For most tech employees, finding out an IPO is on the horizon is like a sailor seeing land for the first time in months: They know their hard work & risk-taking has paid off, and they’re about to be rewarded with the excitement and freedom that comes with this new financial territory. And it really […]
Prepping for Dinner Party Topics Post You-Know-What
It’s been 12 long months. You are finally fully vaccinated and have been invited to your first post-pandemic dinner party. You get to the party and after the usual greetings and small talk the conversation shifts to an animated discussion about the latest way to participate in an IPO. You remember reading something about it […]
You’re an IPO Millionaire worth $5 Million+ Now What?
“Sure,” you thought, when you started working for your company. “These stock options are probably a good idea… but I guess we’ll just wait and see if they turn into anything.” You didn’t necessarily think you’d become an IPO millionaire. But fast-forward a few years, your company has announced their IPO, and…. WOW! ???? Based […]
Startup Founder Equity & Planning for Multiple Acquisitions + IPOs: A Case Study
When you start a company, you’ve probably got big goals for it. In the tech world, big goals = acquisitions and IPOs. And from a financial planning perspective, acquisitions and IPOs are BIG deals. After all, as a startup founder, they are THE first major chance you have to turn your hard work into serious […]
Secondary Market Offering: How to Sell in a Secondary Market Before a Direct Listing IPO
When a company announces a secondary market offering… it rarely hits they news. But they can be an incredible opportunity for startup employees to liquidate their assets before a direct listing or IPO happens. In fact, I would never suggest overlooking an opportunity like this: While we all want our IPOs to be successful, a […]
Use Your IPO Stock Options to Buy a House
Living in an affluent city where tech companies thrive has its perks. For one thing, there are plenty of career options. But it also has its downsides. Like paying through the nose for a place to live: whether you rent or buy. ???? ???? When an “average” house costs $1 million, the dream of buying […]
IPO: When to Sell RSU Based on Share Price
When people are granted stock options, it’s the same BIG question, every time: Buy? Or sell? And when it comes to RSU (or restricted stock units), we almost always tell our clients to sell, and to sell them ASAP. Like, don’t even hesitate, wait, or take time to “think about it.” Just sell. ???? Reason […]
Going Into an IPO With No Stock Options Exercised
So…. your company just announced an IPO. What WHAAAAT! Time to celebrate! ???? ???? Right? Well…. truth be told… you haven’t done anything with your stock options yet, so you don’t even know where to start. (And, you maybe feel kinda remorseful that you didn’t have your stuff together before this.) But honestly, as a […]
5 Steps to Solve Your IPO Tax Issues
Every year, it’s the same deal: You review your finances from the year before, and try to plan out your tax strategy so you don’t have to pay through the nose to the IRS. Usually, this means finding ways to keep yourself in a lower tax bracket. (Because why wouldn’t you want to keep more […]