Developing an Exit Strategy for Stock Options in a Down Market
Stocks are down this year, pretty much across the board. Unfortunately, there are some companies that won’t survive the downturn. Even for the ones that
Category: Sudden Wealth
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 Stock is Down, But You’re in a Post-IPO Lock-up
More companies entered the public markets in 2021 than any other year on record. From traditional IPOs or SPACs, and even direct listings, it was a banner
Is 10 Million Enough to Retire?
Can you retire on 10 million dollars? For many Americans, this hefty sum would far exceed retirement needs and may even lead to generational wealth.
Qualified Small Business Stock Gain Exclusion (Section 1202)
If you invested in a startup or small business (founders, employee exercise of stock options, business owner), you need to know about qualified small business
How to Sell Your Business: What to Do Before, During, and After the Sale
The time has finally come: you’re ready to sell your business. Planning for the sale of a small business may seem daunting. Perhaps you’re not
What To Do With The Money From The Sale Of Your Business
After selling your business, you may receive a lump sum in cash. Deciding how to allocate and invest the proceeds after selling your business is
What Does an IPO Mean for Employees? What to Do When Your Company Goes Public.
What does an IPO mean for employees? And what should you do when your company is about to go public? For early-stage employees and executives with
Inheriting a Trust Fund: Distributions to Beneficiaries
If you’re inheriting a trust fund, you likely have questions about how the distribution payouts to beneficiaries work and the tax implications. While general information
Figuring Out What To Do With A Windfall
Figuring Out What To Do With A Windfall Whether sudden or expected, a financial windfall can come in many different forms. Perhaps an inheritance, selling
What You Need to Know About Your Restricted Stock Awards
A restricted stock award is a type of stock compensation where founders or employees are granted shares of company stock subject to vesting requirements. Recipients