Insights

What Do I Need to Know About Post-IPO Financial Planning?

If your company is exploring options for going public, whether via an IPO or SPAC merger, making the most of the opportunity requires specialized knowledge and careful planning. A fiduciary financial advisor with expertise in the IPO process is a key ally during this ...

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When Can I Sell My Company Shares?

If you own pre-IPO shares in your company, you will most likely be subject to a lockup period immediately following its IPO. A lockup period is a window during which company insiders like employees and executives are prohibited from selling their shares. Typically ...

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What You Should Know About the IPO Lockup Period

If you have pre-IPO shares of your company’s stock, you may be wondering when you’ll be able to cash in. Here are the basics you should know about the IPO lockup period and the importance of planning ahead for share sales. What is an IPO lockup period? A lockup period ...

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