1 Daniel Burnham Court
Going public is an exciting time both professionally and financially. On the personal financial planning front, there's a lot to consider such as: how this affects your taxes, how and when to sell your shares, what to do during the lockup period, how to diversify your investments, and what you need to think about from an estate planning perspective. We've developed a process to help you address these concerns in a timely and thoughtful manner. See below for more information on our Exit Planning packages.
Appropriate for individuals with RSUs
Restricted Stock Units Strategy
Liquidity & Cash Flow Considerations
Appropriate for individuals with ISOs/NQSOs
Stock Options Exercise Strategy
Tax-efficient Diversification Strategies
Concentrated Stock Strategies
Financial Planning services are included in the respective Exit Planning package. For example, services offered under Financial Planning Essentials will be included in the Exit Planning Essentials package.