Secondary Sales of Private Company Stock: Topics to Review
For employees and investors in private companies, secondary sales offer a path to liquidity outside of an IPO or acquisition. Here are the topics to review before pursuing one.
Ideas for sharper advisor conversations.
Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
tax planning
business sale
exit planning
wealth management
1031 exchange
capital gains
estate planning
financial advisor
equity compensation
fiduciary
Stock Options and RSUs: What to Review Before a Vesting Event
Vesting events create both an opportunity and a tax bill. Reviewing the right questions with a qualified advisor before the event date can make a meaningful difference in the outcome.
Preparing for a Liquidity Event: Topics to Address With an Advisor
A liquidity event can convert years of equity into a single large sum of money. The planning work that should happen before that moment is different from anything that comes after.