Planning for an IPO (with Mark Cecchini, CFP®)
Episode description
In this episode, I'm joined by Mark Cecchini, CFP® to discuss the intricacies of planning for an IPO. As the window opens up again, many employees are facing similar situations. We dive deep into the essential steps for preparing for an IPO, including:
Understanding the difference between single-trigger and double-trigger RSUs
The importance of having a solid financial plan and clear goals
Strategies for managing equity concentration and diversification
Tax planning considerations before and after an IPO
- The significance of Qualified Small Business Stock (QSBS) eligibility
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✅ Financial planning for 30-50 year old entrepreneurs: https://www.allstreetwealth.com
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Disclaimer: None of this should be seen as financial advice. It is just for informational purposes.