Planning for an IPO (with Mark Cecchini, CFP®)

In this episode, I'm joined by Mark Cecchini, CFP® to discuss the intricacies of planning for an IPO. As the window opens up again, many employees are facing similar situations. We dive deep into the essential steps for preparing for an IPO, including:

• Understanding the difference between single-trigger and double-trigger RSUs

• The importance of having a solid financial plan and clear goals

• Strategies for managing equity concentration and diversification

• Tax planning considerations before and after an IPO