IPO

What to Expect When Your Company IPOs and How to Prepare for a Liquidity Event

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Considerations When You Have Significant Equity Compensation, Equity Compensation, Pre-IPO / Private Stock

Being part of an initial public offering, or IPO, is an exciting time. This is when a private company goes through the process of getting listed on a publicly-traded exchange....

How to Evaluate an Employee Stock Purchase Plan from a Recent IPO Company

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Employee Stock Purchase Plan, Pre-IPO / Private Stock, Strategies for Maximizing Equity Compensation

Access to an employee stock purchase plan that offers a lookback provision and a discount is often a great benefit for employees. If you can afford to contribute, these two...

How to Consider Equity Compensation When You Work for a Private Company

by Daniel Zajac, CFP®, EA | Last updated May 19, 2025 | Equity Compensation, Pre-IPO / Private Stock

Many private companies offer equity compensation in the form of employee stock options. For employers, offering this benefit is one way to attract and retain talent. Equity compensation can create...

Showing all 3 results