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Compound’s Guide to the IPOCompany Equity Deep Dive
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Business Owner in Transition

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Business Owner in Transition

You've poured your heart and soul into building your business from the ground up, navigating the highs and lows of entrepreneurship. Now, as you stand on the brink of selling your business, you understand the weight of this decision and the impact it will have on your legacy. Selling a business is not just a financial transaction; it's a culmination of years of hard work. While navigating this complex process, you realize how crucial it is to maximize your business's value while ensuring a smooth transition for everyone. You've got a lot to think about when it comes to understanding your business's value and negotiating the terms of the sale. We’ll help you understand the intricacies of selling a business, giving you insight on tax impact, valuation methods, and exit strategies.

Featured
Compound's Guide to the IPO

For a startup employee, learning about your company’s initial public offering (IPO) is an exciting time. But it’s also overwhelming from a financial planning perspective. You have a variety of different equity grants, and you must decide what to do with each one. How many stock options should you exercise and sell, and when? What will your tax obligations be, and how can you minimize them?

Company Equity Deep Dive

Conventional wisdom says that startup equity is worthless. While most startups fail, there’s a chance your equity will become a life-changing pot of money. This guide explains how to make the most of your equity.

Retirement Deep Dive

Planning for retirement often feels pointless. You’re young and your startup is taking off — why should you worry about retirement now?

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Investing

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Retirement Deep Dive

Borrowing

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Tax

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Estate Planning

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Philanthropy

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Insurance

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Company Equity

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Compound’s Guide to the IPOCompany Equity Deep Dive

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Important Disclosure: This material is provided for informational purposes only and is not intended to be investment, tax, or legal advice nor a recommendation to buy, sell, or hold any securities or investments. This material is not intended to be relied upon as a forecast, research, or investment advice, and is not a recommendation, offer, or solicitation to buy or sell any securities or to adopt any investment strategy. Compound Financial Inc. (“Compound Financial”) offers software-based financial management and planning tools. Investment advisory services are provided by Compound Advisors, Inc. (“Compound Advisers”), an SEC-registered investment adviser. Compound Tax, LLC (“Compound Tax”) provides tax consulting and compliance services. Compound Advisers and Compound Tax are wholly owned subsidiaries of Compound Financial. Altogether, we refer to our business as (“Compound”). Registration as an investment adviser does not imply any level of skill or training.
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The information provided herein is based on sources believed to be reliable, but Compound Advisors makes no representation or warranty as to its accuracy, completeness, or reliability. Refer to Compound’s Brochure (Form ADV Part 2A) and Client Relationship Summary (Form CRS) for more information.