Preparing for IPO-Generated Wealth

For founders, employees and early investors, preparing for the IPO itself can be exciting, yet all-consuming. As your company gets ready to cross the elusive milestone of going public, many questions may arise as you prepare for a personal influx of wealth. Some of the questions we commonly get from clients include:

  1. How much will I owe in taxes?
  2. What rules and restrictions will I be subject to?
  3. What should I consider for short- and long-term wealth planning?
  4. Are there different estate planning strategies I should consider?

A post-IPO concentrated stock position is likely to represent a significant portion of your net worth and may require a different approach than your current wealth plan. Aside from an increase in wealth, when your private company ownership interests, founder’s stock or options convert into common shares, you will face a new set of complex regulatory restrictions. Having a clear view of how this influx of wealth affects your long-term goals is critical to your future financial success. Ideally, this can be accomplished with careful planning to address regulatory restrictions and corresponding tax implications.

Download the full report to get answers to the questions above, along with an actionable checklist to help guide you through the planning process.

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