The Complete Guide to Financial Planning After Your Company’s IPO
How to create a sound financial strategy around your equity
Congratulations! Your company has IPO’d, and now you have, at least on paper, a significant amount of assets. Once the lockup period has ended, the fun begins. When your company goes public, and you have any equity, it makes your financial planning more complex—or, as we like to think about it, excitingly strategic.
In this guide, we’ll walk you through the critical areas of planning to focus on, so you can make the most out of your equity.
The guide covers:
- Tax and legacy planning
- Charitable giving
- Investing
- Vocational Freedom (aka retirement)
Meet Brighton Jones
Brighton Jones is one of the country’s fastest-growing wealth management firms with more than $26 billion in assets under advisement, helping more than 4,000 clients live a richer life every day. Their advisors have intimate knowledge of corporate benefits at America’s largest companies. They are proud to help their clients navigate the trickiest components of their benefit offerings, whether that’s minimizing tax liabilities, cash flow management, or planning around their equity compensation.
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