IPO on Ice? Your Plan’s Still Hot.

A practical, 30-minute discussion about what private company shareholders can do right now to stay financially prepared, even when the timing of a liquidity event is unclear.

We’ll share real-world insights from working with founders, early employees and executives, along with specific strategies that can help you stay on track.

In this fast-paced session, you’ll learn:

• How a delayed IPO or tender offer can create new planning opportunities
• Equity moves you can still make, including 83(b) elections, QSBS, exercising options and tax loss harvesting
• Ways to manage cash flow while you wait, like private share sales or lending against your stock
• What to avoid when your liquidity event finally happens and how to be ready with a smart plan