The 6 to 12 months around your company’s IPO is the most consequential financial window of your career. The mistakes are expensive and most of them are made by smart people who did not have a plan. This hub covers everything from pre-IPO cap table modeling to lockup expiration strategy, tender offers, secondary transactions, and the post-IPO tax planning that defines your real take-home.
The question everyone asks when the S-1 drops. The answer depends on your equity mix, your tax situation, and what your life looks like 12 months after the IPO. This is the framework we walk our pre-IPO clients through every quarter.
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