Talk to us EBook: Smart Money Moves: Managing QSBS, Equity Compensation and Liquidity Event Planning
Your shareholdings and equity compensation—ISOs, NQSOs or RSUs—can unlock financial possibilities. Whether it’s a tender offer, acquisition or IPO, Aspiriant helps strategize how to minimize taxes, manage cash flow and maximize your wealth. Download Smart Money Moves: Managing QSBS, Equity Compensation and Liquidity Event Planning to discover key strategies for transforming your equity into long-term wealth. Whether you’re navigating stock options, preparing for an IPO or considering a liquidity event, this guide offers actionable insights on strategies to minimize taxes, manage risk and build a diversified portfolio. Learn how to work with our financial advisors for our strategies to maximize your wealth and secure your financial future.
What's covered in this Ebook:
- How and when to sell shares to minimize taxes
- Map out your financial goals to understand your cash needs and risk tolerance
- Build an integrated financial team
- How to plan for a liquidity event
Liquidity Events
We are an award-winning, independent and 100% employee-owned wealth management firm. We focus on offering comprehensive wealth planning and investment management services to families. Most clients come to us in the midst of a life transition like a sale of their business, divorce or IPO. They are smart, busy folks who look for a partner to simplify financial complexity, help achieve their long-range goals and help make good financial decisions that align with their values.
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