Guiding Clients Through Public Offerings – Direct Listings & IPOs
Tech employees might be building tremendous wealth when their startups go public, but there are several pitfalls to avoid along the way. This session will offer a quick tour of RSUs, ISOs, and NSOs and detail how they impact strategy around a client's public offering. Attendees will also explore two in-depth case studies to master the nuances guiding a client through a liquidity event.
- Identify different exercise and sale strategies for ISOs and NSOs
- Develop frameworks for approaching IPOs and Direct Listings
- Gain confident talking points to present to prospective clients about preparing for a liquidity event
Session Content Level: Advanced