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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

Tag: IPO

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  2. Tag Archives: IPO

Flow Is Hiring!

Specifically, hiring an Associate Advisor. 

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double-trigger vesting IPO lockup period privately held company public company RSUs

If You Have RSUs and Your Company Just Went Public, You Miiiight Want to Check Your Tax Situation.

A curious thing is happening when big tech companies, like Lyft and Uber, go IPO nowadays. I mean, aside from the fact that their stock immediately starts losing value…although that figures into my point, which is:

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double-trigger vesting IPO lockup period privately held company public company RSUs

Uber’s Going IPO! What Do I Do?! Will I Be Rich? Ahhhh!

Perhaps by now you’ve settled down after reading the news of the Uber IPO filing a few days ago. My clients who used to work at Uber are, of course, Pretty Darn Excited about the announcement that Uber has filed for IPO, likely in Q1 of 2019.Continue reading

company stock IPO RSUs stock options tax planning

What happens to my stock options after my company goes IPO?

Congratulations! It might seem like all tech companies go IPO, but that’s not true. In going IPO, your company is in rarified company.  And now visions of sugarplums, I mean, wealth are dancing in your head.

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company stock IPO stock options

When $200,000 is just Middle Class

(or “Strategies for Life in a High Cost of Living Area”) A few months ago I spoke with Cindy M., a mother working in the high tech industry in the San Francisco Bay Area.

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acquisition HCOL high cost of living home ownership housing IPO liquidity event
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