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Flow Financial Planning, LLC
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a 15-min intro call
  • Home
  • About
    • About
    • Flow in the Media
    • FAQs
  • What We Do
  • Blog
  • Contact
  • Schedule a 15-min intro call
Schedule a Consultation

Category: Pre-IPO and Going Public

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  2. Pre-IPO and Going Public

Should You Exercise Your Options at Your Private Company? 4 Approaches to Consider

Block Woman balancing on a slender tightrope in the top third of the image.

This is for all you private-company employees out there who still have your job. And have exercisable stock options hanging over your head, causing persistent low-key anxiety about:

Should I be doing something with these?

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AMT early exercise exercising options ISOs NSOs private company stock privately held company stock options tax planning

Avoid These 5 Big Tax Mistakes with RSUs, Stock Options, and ESPP

Block Woman is wearing a battered tan-colored wool hat. There are 3 traps nearby: a cement block; a lasso; a green jungle camouflage.

Stock compensation can be a great pathway to wealth, but they also come with their own set of tax implications. Unfortunately, many taxpayers miss important tax considerations when it comes to stock compensation.

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espp RSUs stock options tax planning taxes

Moving from a Public to a Pre-IPO Company: How Will Your Finances Change?

If you’re moving from a giant, public tech company to a pre-IPO company, especially a small pre-IPO company, you’re in for some meaningful changes.

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company stock employee benefits equity compensation ISOs NQSO pre-IPO company stock RSUs

The Three Stages of an IPO. Which Are You In? What Should You Be Doing Now?

Block Women on level two of a three-level blue staircase

If you work—or worked—at a private company, maybe you think IPO planning is just what you do in the few months before and after the IPO.

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company stock going public IPO ISOs NQSO RSUs stock options

You have 90 (30?) days, to exercise your ISOs or let them convert to NQSOs. What to do?

The last thing you need after you’ve lost your job is to be forced to make a decision—that could be worth a lot of money—in just a few weeks.

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company stock ISOs NQSO stock options

Plans for your company’s IPO have gone pfft. What should you be doing about your company stock and personal finances now?

The IPO market is very sad right now.

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finances organization IPO RSUs stock options

Should I withhold 22% or 37% on my RSUs when my company goes public?

As so many of my blog posts seem to, this one starts with “Congratulations! Your company is going IPO! Now you have…all these decisions to make.”

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going public IPO RSUs RSUs vesting tax planning tax withholding

Your Company Is Going Public. The Power of a Good Question. Or 5.

Much of the work of personal finance isn’t objective. There isn’t An Answer. Because it’s “personal” just as much as it is “finance.”

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company stock going public investing IPO private company stock restricted stock units RSU RSUs stock options taxes

Lessons from Airbnb’s IPO

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

The unique, initial 7-day trading window for all the Airbnb employees after the IPO has now closed. What might we learn from Airbnb’s IPO, even though we still have most of a 6-month lockup left to go? I think plenty.

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airbnb company stock options investing investment strategy IPO Options public company restricted stock units RSU RSUs stock options

Meg’s Musings: The Unknown

Block Women is to the left of the image with a black background cutout overlayed a brown wood wall.

Welcome back to another round of Meg’s random thoughts of the last few months. I hope you enjoy.

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emotions financial planning money mindset musings

Airbnb Is Going Public. What Should I Do with My Stock Options?

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

Airbnb is going public. You have stock options. Likely you also have RSUs and possibly even outright shares of stock. Does it all feel like one inextricable heap? How will you ever create a comprehensive, comprehensible strategy for all of this?

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airbnb company stock options investing investment strategy IPO Options public company restricted stock units RSU RSUs stock options

Airbnb Is Going Public. What Should I Do with my RSUs?

Flow FP's Block Woman launches in AirBnB's Apollo 11 rocket.

Airbnb is going public. You have a bunch of RSUs. You are wide-eyed with uncertainty and excitement. Discuss.

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airbnb company stock options investing investment strategy IPO Options public company restricted stock units RSU RSUs stock options
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