When you find out your company is headed toward an IPO, you may not fully understand what's ahead for you and your finances.  Today, Amy Walls of Thimbleberry Financial explains 5 areas that can affect your bottom line.

  1. Taxes on stock and Equity Comp
  2. Taxes on investments for the longterm
  3. 4% Rule
  4. Sequence of Return Risk
  5. Biases

For help planning for your company's IPO, or for any assistance with your financial future, contact Amy Walls at Thimbleberry Financial:

https://thimbleberryfinancial.com/

Or call: 503-610-6510