In this episode with Mark Cecchini, CFP® we talk about:
- The various types of liquidity events
- How to best plan for them
- Tax planning based on type of equity
- What equity to sell first
- How to best take the emotion out of the decision

In this episode with Mark Cecchini, CFP® we talk about: - The various types of liquidity events - How to best plan for them - Tax planning based on type of equity - What equity to sell first - How to best take the emotion out of the decision

How To Plan For A Liquidity Event (IPO) with Mark Cecchini, CFP®

The Long Game podcast is all about educating 30-50 year old business owners and those with equity compensation on how to build wealth. 

You will learn everything from the basics to complex tax, estate, and financial planning concepts from Thomas Kopelman as well as other qualified professionals.

Business

The Long Game podcast is all about educating 30-50 year old business owners and those with equity compensation on how to build wealth. You will learn everything from the basics to complex tax, estate, and financial planning concepts from Thomas Kopelman as well as other qualified professionals.

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How To Plan For A Liquidity Event (IPO) with Mark Cecchini, CFP®

How To Plan For A Liquidity Event (IPO) with Mark Cecchini, CFP®

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