9 Crucial Financial Planning Steps to Take When Anticipating an IPO

If your company is preparing for an IPO, what you do now can have an enormous impact on your future.

The gains you stand to realize as your company grows and succeeds You can be maximized or diminished by the decisions you make—or neglect to make. Here are nine steps you should take while your company is on the road to public offering.

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WRP: Personalized Tax and Pre-IPO Planning

WRP is a team of tax and financial management professionals with expertise in company-issued stock options. We use research-based investment strategies to grow and protect our clients’ investments and a personalized, one-on-one approach to understand each individual’s goals and priorities. A proud Bay Area business, we are dedicated to local philanthropy and contribute time and resources to local charities to support our community’s long-term well-being.