Everything You Need to Know About Post-IPO and SPAC Personal Financial Planning Ebook

After a long and arduous journey, your company has finally made it to IPO or SPAC merger. After taking a moment to celebrate, it’s time to turn your attention to the next phase of financial planning. Take this opportunity to review and clarify your goals, and then work with a trusted professional to design a plan to reach them.

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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.