2/13 Strategic Partners’ goal is to exceed your expectations by providing holistic advice on the entirety of your financial life. Our podcast is focused around navigating your financial world and helping you with a process that delivers confidence grounded in a clear path forward. We believe that every one of our clients has a unique circumstance that warrants a custom solution. For more information about our team visit our website: 213strategicpartners.com or contact us at 213strategicpartners@hightoweradvisors.com | 610-850-9050.
Episodes
Tuesday Jan 19, 2021
Tuesday Jan 19, 2021
In this episode of the Sarian Strategic Partners Podcast, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Ray Baraldi, Senior Financial Advisor, about the initial public offering (IPO) process. One trend that has occurred despite the COVID-19 pandemic is that a number of companies have gone public with IPOs. Greg and Ray both discuss important things for executives to consider before, during and after their company goes through the process.
“I think the biggest thing on executives’ minds is taxes.” -Ray Baraldi [09:53]
“What we always advise our clients is the best tax planning is done well before the taxable event to control and mitigate those taxes.” -Greg Sarian [10:29]
What You Will Learn:
- [1:50] How a company’s equity ownership could change from going private to public
- [6:09] Issues executives should consider as they plan how thier capital becomes liquidity
- [9:44] Big tax implications
- [13:17] Some estate planning strategies
- [16:17] What executives should think about when diversifying their company stock after an IPO
- [18:42] The importance of forming an advisory team
Resources:
Visit our website: https://sarian.hightoweradvisors.com
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.