In the high-stakes world of private company financing, nothing is more important than planning for a successful initial public offering (IPO) or potential pre-IPO exit. An initial public offering, or IPO, is a milestone for any private company going public. It means investors see enough potential to let the world know about it.
An Initial Public Offering expands a company’s visibility, capitalizes on its strengths, and brings in new investment partners who share its long-term vision. It also comes with some unique tax considerations. Interactive Wealth Advisors is here to help.
When a company goes public, it can create varying tax implications for its owners and major investors. When a company first sells stocks to the public, it is known as an initial public offering (IPO). The owners of the company (shareholders) usually receive funding from the sale of company stock, although there will most likely be a blackout period of six months before any sales can be completed
At Interactive Wealth Advisors, we understand the challenges of once in a lifetime tax bills and the stress of sudden wealth from an IPO or early exit for major shareholders. Our financial advisors can guide you through the maze of tax planning and various business structures to allow you to reach your desired outcomes with minimal stress.
The planning for IPO benefits the Company’s CEO and/or CFO, COO or equivalent, General Counsel, Business Development Manager, or Chief Compliance Officer, other key executives and/or Board Members, and Tax and Accounting Professionals who are integral to the IPO process (i.e., tax lawyers, CPAs, accountants, etc.)
The tax implications of an IPO are complex, and you should plan for it in advance. Experienced Oregon tax consultants can help you understand your tax obligations during the process and prepare you for the future.
Our experts understand the different tax structures that are available for individuals and corporations; they know the difference between taxable investment options, capital gains, and dividends, to social security retirement planning. They have knowledge of how different account types work; they have spent considerable time researching the different types of accounts available and know how each one works best for their clients.
Our financial experts are able to explain complex concepts in an easy-to-understand manner; they are able to simplify complex tax issues by making them easier to understand and follow through on.
We invest our time in our clients. Our experts have personally worked with numerous people over the years and know how each individual’s personality works when it comes to managing their finances safely. We educate our clients about investing strategies and IRA retirement planning that maximize returns without having any negative impacts on one’s overall portfolio balance or cash flow amounts.