An IPO comes around every so often, maybe once in a lifetime if you’re lucky. If you don’t know what to do with your IPO – that’s ok. It’s unchartered territory and you’ve never done this before. We can work together on your IPO objectives.
How We Can Work Together
When choosing to decide to work together, we will focus on three areas:
1.) Your taxes
2.) Your near term and long term money objectives
3.) Your cash flow
Taxes
We will prepare you for the IPO so that you can decide what to do with your new-found wealth. Furthermore, we will determine the additional, required tax payments, and I will help you make estimated quarterly tax payments – now and in the future.
We will also work together on building a strategy to manage and hedge your large stock position in company stock, especially as RSUs continue to vest, and the stock price fluctuates. In the future, we will manage the challenge of open trading windows and help you proactively manage tax payments.
Money Objectives
In addition, when it comes to what you would like to do, we can work on a timeline that is appropriate for you and your cash flow needs both in the near term (1-3 years) and the longer term (3-10 years and beyond).
Perhaps you want to purchase your dream home – a large backyard with a swimming pool, and a place to watch the sunset. After we pay the required taxes, we can put aside money for a house.
Cash Flow Objectives
We don’t know what the stock price will do in the time ahead and we want to be in a position where you have enough cash to do what you want with your life.
Said another way – we avoid the situation if the shares fall by 50% and then you don’t have enough cash to do what you want.
We can refine this strategy as we get more information about the timing of the offering.
In the end, how long you decide to stay at the company, what your future career looks like, and the life you want will impact your decisions on what to do with your company ownership.
There’s a lot of decisions to make and I can be your navigator and help you “Drive out in front of your headlights” with your IPO objectives.
Sounds interesting to you? Find out more about how we can work together.