Webinar Date & Time:
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Event Overview:
Going public—or experiencing a major financial event like a merger, acquisition or business sale—can be the opportunity of a lifetime. But it’s also full of hidden pitfalls that could cost you millions if you’re not prepared. In this 30-minute webinar, our wealth managers will reveal the five most expensive mistakes executives, founders and employees make before and after an IPO—and how to avoid them.

Mistake #1: Handing millions to the IRS
What’s at stake: If you don’t know your way around the 83b election or QSBS exclusions, you could be handing millions to the IRS unnecessarily. We’ll show you how to utilize these tax-saving strategies and keep more of your hard-earned wealth.

Mistake #2: Betting it all on one stock
The danger: Putting too many eggs in one basket? One downturn could wipe out your gains. Learn how to diversify and strategically time your stock sales to avoid losing everything in one fell swoop.

Mistake #3: Letting the IRS take 40% of your estate
Why it’s a problem: Without a plan, you could lose nearly half your wealth in taxes. We’ll discuss sophisticated strategies like CRTs, GRATs and irrevocable trusts that not only preserve your legacy but also shield your assets from taxes.

Mistake #4: Missing out on hidden tax breaks
What you’re leaving on the table: Giving to charity can do more than make you feel good—it can save you a fortune in taxes. From DAFs to charitable remainder trusts, we’ll show you how giving strategically could reduce your tax burden while helping the causes that matter to you.

Mistake #5: Treating your IPO like the finish line
What happens next: Your IPO isn’t the finish line—it’s the start of a new financial chapter. We’ll help you build a long-term investment plan that aligns with goals and helps your wealth grow for years to come.

Don’t leave your financial future to chance.
What you don’t know can hurt you—missing even one of these strategies could cost you dearly. Join us and gain the actionable insights you need to secure and grow your wealth. Plus, we’ll wrap up with an Ask Us Anything session to answer your toughest questions.

Who Should Watch?

This webinar is ideal for:

• Founders, executives and employees approaching an IPO or who have recently gone public.
• Tech and biotech employees at companies like Databricks, Stripe, ServiceTitan, Chime, Klarna, Rippling and others in high-growth sectors.
• Individuals with equity compensation.
• Employees considering tender offers or recapitalization events.

Speakers:

Teresa Greenip, CFP^®
Senior Manager in Wealth Management, Partner
With more than two decades of experience, Teresa specializes in helping entrepreneurs and executives make smart decisions during liquidity events.

Ryan Nelson, CFA^®
Director in Investment Advisory, Partner
Ryan is known for his deep expertise in investment strategies that help maximize long-term wealth for individuals facing large liquidity events.

Jason Shemtob, CFP^®, MSF
Director in Wealth Management, Partner
Jason focuses on equity compensation and liquidity planning, helping clients navigate the complexities of IPOs, mergers and acquisitions.

About Aspiriant

We’re Aspiriant, an independent wealth management firm with deep expertise in helping clients navigate liquidity events. For over 25 years, we’ve helped entrepreneurs and executives make the most of their IPOs and equity compensation while minimizing risk and maximizing returns.

What sets us apart is our client-first, fiduciary mindset—we are entirely employee-owned, so we succeed only when you do. Unlike many firms, we’re not beholden to outside investors, which allows us to remain completely aligned with your best interests.