5 Items to Make or Break Your IPO Dreams

Episode Notes

When you find out your company is headed toward an IPO, you may not fully understand what's ahead for you and your finances.  Today, Amy Walls of Thimbleberry Financial explains 5 areas that can affect your bottom line.

  1. Taxes on stock and Equity Comp
  2. Taxes on investments for the longterm
  3. 4% Rule
  4. Sequence of Return Risk
  5. Biases

For help planning for your company's IPO, or for any assistance with your financial future, contact Amy Walls at Thimbleberry Financial:

Or call: 503-610-6510