2/13 Strategic Partners

Going public through IPO process with Ray Baraldi


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In this episode of the Sarian Strategic Partners Podcast, Greg Sarian, CEO and Founder at Sarian Strategic Partners, speaks with Ray Baraldi, Senior Financial Advisor, about the initial public offering (IPO) process. One trend that has occurred despite the COVID-19 pandemic is that a number of companies have gone public with IPOs. Greg and Ray both discuss important things for executives to consider before, during and after their company goes through the process.

 

“I think the biggest thing on executives’ minds is taxes.” -Ray Baraldi [09:53]

 

“What we always advise our clients is the best tax planning is done well before the taxable event to control and mitigate those taxes.” -Greg Sarian [10:29]

 

What You Will Learn:

 

  • [1:50] How a company’s equity ownership could change from going private to public
  • [6:09] Issues executives should consider as they plan how thier capital becomes liquidity
  • [9:44] Big tax implications
  • [13:17] Some estate planning strategies
  • [16:17] What executives should think about when diversifying their company stock after an IPO
  • [18:42] The importance of forming an advisory team
  •  

    Resources:

     

    Visit our website: https://sarian.hightoweradvisors.com

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    2/13 Strategic PartnersBy sarianstrategicpartners

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