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:
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. Request Free! |