Discover New Opportunities
Own Your Future
An initial public offering (IPO) can provide opportunities for wealth generation. Having a plan to evaluate what comes next is key.
Understand the Details
Review how the terms of the IPO may impact your equity awards, including possible trading restrictions
Assess Your Current Situation
Assess your vested and unvested equity awards in the context of your unique situation
Review Potential Tax Implications
Prepare for taxes associated with selling shares
Consider Your Full Financial Picture
Evaluate your choices in terms of your overall financial picture and your goals
Resources for the Next Step in Your Financial Journey
Access relevant education and insights to help you make the most of your equity compensation and navigate opportunities for building wealth.
Connect with a Financial Advisor
Now that you own public shares, you may have questions about how to put your equity awards to work. A Financial Advisor who is experienced in equity compensation can work with you to put a plan in place that addresses your short-term needs and sets you on track to help you meet your long-term goals.
Your Partner, Every Step of the Way
*Morgan Stanley Smith Barney LLC and its affiliates and employees do not provide tax or legal advice. Please consult your personal tax and legal advisors for matters regarding taxation and tax planning and legal matters.
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