IPO Incoming or Delayed? Your Financial Plan Still Matters

IPO Incoming or Delayed? Your Financial Plan Still Matters

A practical, 30-minute conversation for private company shareholders navigating uncertain timing. Whether your company’s IPO is on the horizon or you’re stuck waiting on a tender offer, your financial plan doesn’t have to stay in limbo.

Webinar Date & Time:
Thursday, September 25, 2025
11 a.m. PT / 2 p.m. ET

Event Overview:

Join us for a 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

Who should attend?

Founders, early employees and executives at private companies
Anyone preparing for or waiting on a liquidity event
Individuals looking to feel more in control of their financial plan

You’ll leave with smart, actionable ideas to help you make the most of this moment, no matter where you are in the process.

Speakers:

Teresa Greenip, CFP^®
Senior Manager in Wealth Management, Partner
Teresa helps private company shareholders make sense of the complexities that come with equity and liquidity planning. She specializes in preparing clients for pivotal financial events like IPOs and tender offers, especially when the path forward is uncertain. Known for her clear thinking and calm approach, Teresa translates complex strategies into actionable steps. Her clients appreciate her real-world perspective, steady guidance and ability to bring structure and clarity to even the most nuanced financial decisions. She’s passionate about building trusted relationships that support long-term financial peace of mind.

Jason Shemtob, CFP^®, MSF
Director in Wealth Management, Partner and Event Moderator
Jason is a trusted advisor to private company executives and early employees, helping them navigate the complexities of equity compensation and liquidity planning. With more than a decade of experience, he guides clients through pivotal financial events like IPOs, tender offers, mergers and acquisitions. Jason offers clear, strategic advice on decisions like exercising options, managing cash flow and accessing liquidity when timelines shift. Known for his steady and thoughtful style, Jason helps clients stay grounded and confident as they align wealth with what matters most.