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What to Know When Your Company Is Finally Going Public

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Most employees find out their company is filing and immediately wonder what they're supposed to do. The lockup period, the trading windows, the tax hit on vesting RSUs — it all lands at once, and there's less time to figure it out than it feels like.

Join Jonny Jonson, Senior VP and Wealth Advisor, Tim Couture and Marcel Pfister, Principal Wealth Advisors at Compound, as they walk through how to prepare for and manage your equity through an IPO.

This is the third session in a three-part series on equity compensation at every stage of a company's lifecycle.

🗓️Date: Thursday, June 25
🕚Time: 11am PT / 2pm ET

What they'll cover:

  • • What lockup periods and trading windows mean for when you can actually sell, and how current and former employees are treated differently

  • • How to build a selling framework before the volatility starts so you're not making high-stakes decisions under pressure

  • • When 10b5-1 planning makes sense and how to think about setting one up

  • • The tax implications of RSUs vesting at a public company and strategies to consider before and after the IPO

  • • How to manage a concentrated public stock position over the long term

  • • Register if your company is approaching an IPO and you want to understand your options before the first trading day arrives.

    Can't join live? Register to get the recording.

DISCLOSURE: These events have been prepared for informational purposes only, and are not intended to provide, and should not be relied on for tax, legal or accounting advice. You are solely responsible for evaluating and acting upon the education and information contained in this material. Certain federal or state laws applicable to your situation may impact the applicability, accuracy, or completeness of the information in these presentations. Federal and state laws and regulations are complex and are subject to change. This material was not intended or written to be used, and it cannot be used with any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer under U.S. federal tax laws. Tax laws and regulations are subject to change. Always consult your own tax professional prior to investing. There is no guarantee that any forecasts made will come to pass.