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IPO and liquidity planning

Be IPO-ready with the right financial plan

It’s exciting when your company is about to go public or be acquired. But it also means you need to make big decisions. Get a personalized plan to set yourself up for success when and after your company exits.

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Women who is ready to exercise her options
Options granted
IPO and Liquidity Planning

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.

Women who is approaching IPO
how it works

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

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What our clients say
I realized I’ve been sorely needing your advisory services. So excited to work with you.
Senior Engineer
Gusto
What our clients say
The first time I exercised stock options, I got burned. The tax calculations can be so incredibly complicated. You've got to have a plan.
Michael
Startup employee from high-growth startup, San Francisco
What our clients say
I feel like a small fish in a big pond with wealth advisors. Secfi is exactly what I've been looking for. You get me. You know equity. And you make my life easy.
Emma
Secfi Wealth client

Meet your advisor

  • Equity and tax planning
  • IPO and liquidity planning
  • Ongoing financial planning
  • Investment management
Meet your advisor
  • Equity and tax planning
  • IPO and liquidity planning
  • Ongoing financial planning
  • Investment management