IPO & Pre-IPO Tax and Financial Planning in Portland, Oregon

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IPO & Pre-IPO Tax and Financial Planning

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.

Tax and Financial Planning

Why People Hire Us

Retirement Planning
Our well-designed process and experience will leave nothing to chance when it comes to your successful retirement.
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Investment management
Once we’ve helped you define your goals and objectives, our investment management will be the engine that drives your plan.
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Transition planning
Whether you receive large windfall or an uninvited misfortune, we’ll help you make smart decisions and minimize the financial stress.
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Business Owner Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Tax Planning
With Interactive Wealth Advisors’ help, you can simplify the process by integrating your business and personal planning— in an attempt to find synergies that may help to provide tax and retirement planning opportunities.
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Estate Planning
At Interactive Wealth Advisors, our estate planning services are designed to help you protect your family and assets while making sure they are used in the way you want. Whether it is creating a simple will or advanced trust, we can develop a custom estate planning solution that fits your needs and goals.
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IRA planning
Interactive Wealth Advisors is a fee-only financial planner in Portland, and our IRA retirement planning service will help you navigate the financial challenges of today’s dynamic retirement planning process.
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Social Security Planning
Social Security is a crucial part of preparing for retirement. Created in 1935, the Social Security Administration (SSA) was designed to help protect people from becoming destitute if they become disabled or too old to work. It provides benefits to retirees, disabled workers, widows, widowers, and their families.
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Holistic financial planning
When it comes to preparing for the future, you want a team that understands your goals, dreams, and finances. That’s why we offer holistic financial planning and sudden wealth counseling services that are specifically designed to help you make the most of your money.
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Stock option planning
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How Can We 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.

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Best Practices for IPO Tax Planning

Determine your financial goals
Before jumping into the pre-IPO planning phase, it is important to determine your financial goals.
Be realistic and flexible
Once you have determined your goals, you will want to be realistic and flexible when planning how to achieve them.
Create a solid financial plan
A solid financial plan will help you stay on track towards achieving your financial goals. For example, does it make sense to choose an 83(b) tax election, should I gift my stock to reduce my estate tax, what other legal techniques am I missing? A solid financial plan addresses these issues and more so you can make the smartest decision possible.
Evaluate your risk tolerance
While it is important to have a financial plan in place, it is also important to understand your risk tolerance. You most likely won’t want to take the same amount of risk with a sizable portfolio.

Our Process

Assess the company’s readiness
Is your company going public in the next quarter or will it be years away? Having a sense for the timing will help determine the most appropriate strategies. How does the “street” feel about the management team, track record of past performance, profitability, sustainability. The more positive press your company gets the better your odds of a liquidity event.
Determine your taxable income for the year
Calculate your tax bracket or rate of tax that you will be subject to. We also estimate potential gains that you could receive from an IPO investment, based on the amount of money you will invest and the future growth potential of your company’s stock price over time.
Develop a tax strategy
It’s never too early to start planning for future taxes. Last minute tax strategies with rushed and improperly set up trusts can lead to tax headaches down the road. Ideally, you’ll want to run several ‘what-if’ scenarios to prepare for different outcomes well ahead of your exit.
Establish a tax-efficient structure
In order to minimize the impact of taxes on the expected proceeds from an IPO, the shareholder should execute a tax-efficient structure that includes an appropriate mix of debt and equity, and strategic use of deductions where applicable.

Who Is It For?

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.)

Why Choose Us?

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.

  • Years of experience 

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.

holistic financial management
  • 100% transparency 

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.

  • Unwavered dedication to your needs

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.

Social Security Retirement Planning in Portland

Frequently Asked Questions

What is IPO planning?

IPO planning is a detailed outline of how major shareholders should execute selling their shares on a public stock exchange for the first time, also known as its debut. IPO early planning is crucial if you want to maximize your return in the smartest way possible.

What are the advantages of IPO tax and financial planning?

By setting up a financial plan and getting involved with the IPO process, you can reduce the risk of financial loss and increase the likelihood of success for your IPO. An independent retirement consulting in Portland, OR can bring additional value to the financial plan, help you manage your money and keep track of your goals, create a budget, save for emergencies, and ensure that your retirement savings are on track. Financial planning also involves a risk and benefit analysis. For example, if you are considering an IPO , you’ll want to weigh the risks and benefits compared to other options, like selling your business to a private buyer. If you’re considering pre-PO wealth planning, you might want to think about how the process fits into your overall financial plan.

Is it worth hiring a financial advisor for pre-IPO financial planning?

When you are a founder and about to launch your company’s initial public offering (IPO), you have a lot on your plate. You will need to find the best underwriters, create a prospectus, hire legal counsel and accountants, and do a lot of other things. That is why many entrepreneurs wonder if they should hire a financial advisor for pre-IPO tax planning services in order to make sure they don’t forget anything important when it comes to personal taxes, accounting, and financial estate planning for their goals.

How can IWA help?

Do you feel overwhelmed by all that needs to be done? Interactive Wealth Advisors is the one-stop shop for all your IPO tax planning needs. With years of experience our advisors are well-equipped to provide solid advice on pre-IPO estate planning. Our holistic financial planner will help minimize the tax burden and walk you through the complex financial and legal concerns throughout the IPO process. We also help brace for financial challenges and familiarize you with IPO markets.
ABOUT INTERACTIVE WEALTH ADVISORS
Interactive Wealth Advisors is a Registered Investment Advisory firm in the State of Oregon and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
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