I advise tech executives on their equity compensation, with a particular focus on late-stage startups and newly public companies. Our firm is made up of pre-IPO planning and post-IPO strategy experts, including a team of CPAs, CFPs, and attorneys. We provide assistance with tax strategy and filing, financial modeling, stock options management, QSBS nesting strategies and liquidity management.I believe that when people are financially successful, they feel more secure and can better take care of those who are important to them. In this way, I hope to make an impact that ripples through the lives and communities of my clients.