If you have the opportunity to receive company-issued stock options, proper planning during the pre-IPO process is crucial.
Fill out the form to download the infographic and learn what you should be doing to prepare and how WRP can help.
Download the Infographic
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.