Financial Planning For The Big Exit In IPO, M&A, Or Tender Offer

myStockOptions.com

This lively webinar will feature two seasoned financial planners explaining actionable strategies and tips for equity comp planning from startup to a big liquidity event: IPO, acquisition, or tender offer. Advising clients on billions of dollars of public and private company stock, these advisors guide employees, executives, and founders through every company growth stage and with all types of equity comp.

With the IPO market making a strong comeback in 2025, learn practical ways to get your clients, with advisor guidance, to feel comfortable in making informed decisions to build their wealth and prevent mistakes following a potentially life-altering liquidity event. The advisor panelists will bring engaging real-world insights, client case studies, and practical tools with valuable takeaways.

TOPICS COVERED

• Strategies and pitfalls pre- and post‑liquidity
• Potential landmines in tender‑offer participation, IPO lockups, M&A scenarios, QSBS stock
• Common technical errors: mispriced 409(A) valuations, misclassified NQSOs vs. ISOs, double‑trigger-vesting mishaps, RSU IPO vesting
• Handling the emotional aftermath of liquidity events, including sudden-wealth syndrome and clients' expectations vs. post‑exit reality
• Portfolio-building and diversification strategies
• Trading plans for concentrated positions
• Exit-readiness checklist
• Sample workflow of six-to-twelve-month post-exit planning
• Client case studies involving the creation of financial independence and multi-generational wealth

More Information, How to Register