What To Do When Your Company IPOs

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What To Do When Your Company IPOs

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Interested in working with a financial advisor? Visit nerdwalletwealthpartners.com Learn what an IPO could mean for your company stock and the decisions that come with it. Host Andrew Giancola and NerdWallet Wealth Partners CEO Ryan Sterling break down what employees should consider when their company goes public, from vesting and cost basis to lockup periods and tax treatment. They also look at real cases where the plan held and cases where the emotions won. NerdWallet Wealth Partners, LLC ("NWWP") is an SEC-registered investment adviser. Registration does not imply skill or training nor does it constitute an endorsement by any securities regulator. The content presented by NWWP is for informational and educational purposes only and is not intended as personalized investment, tax, or legal advice to any person. The views, strategies and examples discussed are intended to be general in nature, may not reflect the experience of any particular client, are subject to change at any time based upon market or other conditions and may not be suitable for every individual. All investments involve risk, including potential loss of principal invested. Investment past performance is not a guarantee of future results. Before making any investment decision seek advice from a qualified investment, legal or tax professional. #PersonalFinance #WealthBuilding #EquityCompensation #StockOptions #HighEarners

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