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Financial Goal Planning
Restricted Stock Units (RSUs)
Post-IPO Stock Trading Plan
Making a timely 83(b) election can limit your tax liability, you have just 30 days to make this election.
Understanding ISOs and determining whether to convert to NQSOs is a complex process.
You may need access to liquid assets prior to your IPO, WRP can guide you through this process to ensure you’re properly set up.
IPO day doesn’t mean you’re free to trade, oftentimes lock-up periods exist to protect traders.
Need to access cash before your company reaches IPO? You can use your shares as collateral for loans. If you received additional shares during the loan period, then you may be able to deliver shares to the lender that have a different cost basis or tax treatment.
Assuming an appreciation in value, it’s necessary to develop a plan to transfer wealth to others with minimal risk.
RSUs are common incentive programs in startup companies that are often misunderstood, we can help.
After the lock-up period you may still be limited by trading windows.