Approaching an IPO? Should you sell shares? Can you use your equity to buy a home?
Our financial advisors intimately understand IPOs and acquisitions, and how to manage your equity around them. We’ll develop a financial plan that fits your financial goals to be prepared when an exit happens, and be there every step of the way to make sure you’re making the right decisions for your financial wellbeing.
Your personal advisor to and through an IPO or acquisition
Holistic financial review
First, we’ll review your financial situation, including your equity, and make recommendations on ways to enhance your financial position to help you meet your goals.
Liquidity and IPO planning
Next, we’ll build a comprehensive plan for your stock options, shares, and/or RSUs, including a company exit analysis, exercise plan, sell/hold strategy, risk hedging plan, and ways to minimize taxes.
Ongoing advice
You’ll have direct access to your Secfi advisor for any questions before, during, or after your company’s IPO or acquisition. You’ll also have the option to get your taxes prepared and filed by a CPA schooled in equity.
4,200+
Flexible payment options available
PS. As an independent RIA, we also provide comprehensive financial planning, and investment management.
Our team of advisors provide startup builders with equity planning, financial advice, investment management, and opportunities to get exclusive access to private market investments.
