What to Do in the First 90 Days After a Liquidity Event: Planning Checklist
The first 90 days after a liquidity event are the most important to set the right foundation and preserve your optionality. The priority isn’t making
Financial planning and investment insights tailored to individuals expecting sudden wealth from company stock options, sale of a business, inheritance, or trust fund distribution. Develop a strategy to make the most of the windfall and design an investment plan going forward. If you’re expecting a lump sum from an inheritance, sale of a business, trust, or stock options after an IPO, you’ll want to get a plan in place to best utilize your sudden wealth. An unexpected windfall can change your life.
The first 90 days after a liquidity event are the most important to set the right foundation and preserve your optionality. The priority isn’t making
Although the most common way for a company to go public is through the traditional initial public offering (IPO) process, it’s not the only method.
3 Key Steps to Managing a Financial Windfall Whether the windfall was expected — perhaps from the sale of a business or an upcoming stock
Key Summary: A concentrated stock position exposes you to far more risk than the broader market. Diversifying is usually a multi-year process, using multiple strategies
Whether you work for a private company about to IPO or one that’s recently gone public, you may wonder what that means for employees and
Is exercising stock options right before a company goes public a good idea? With SpaceX, OpenAI, Anthropic, and others set to go public in 2026,
Key takeaway: If you have qualified small business stock you can exclude up to 100% of the capital gain from federal taxes. In most cases,
Rule 10b5-1 allows insiders to create pre-arranged trading plans as a way to remain compliant when managing their stock compensation. When structured properly, a 10b5-1
Accepting a tender offer means the company buys back some of your stock or options. While it won’t always make sense to accept, any opportunity
A restricted stock award (RSA) is a form of equity compensation. RSA grants are commonly issued by private companies, particularly early-stage startups, and may be