About
Team
Services
Insights
Contact Us
Careers
Client Login

Download Our Guide Today

5 Financial Tools to Use When Preparing for an IPO

Download Now

First Name*

Last Name*

Email*

Please verify your request*

An initial public offering (or IPO) is the process through which a privately held company issues stock to the public for the first time. An IPO is an important point in a company's life cycle as it provides the business with access to public capital and increases its credibility and exposure.

If you are a business owner or key employee it can also mean a large financial gain in the form of company stock. This is great news! However, you may be subject to large income and estate taxes if you don't plan ahead. We created this white paper to help you save on taxes via 5 financial tools:

Grantor Retained Annuity Trusts
Intentionally Defective Grantor Trusts
Charitable Remainder Trusts
10b5-1 Plans
Equity Award Plans

Important Notices

Simon Quick uses cookies to deliver the best experience. By using our site you agree to our cookie policy.

Read Our Customer Relationship Summary

Contact

Simon Quick Advisors

info@simonquickadvisors.com
973.525.1000

Important Disclaimer Information

Form CRS (Customer Relationship Summary)

Form ADV Brochure 2A

Form ADV Brochure 2B

Office Locations

Morristown, NJ
Chattanooga, TN
Denver, CO

Garden City, NY

New York, NY

Palm Beach, FL

INTERESTED IN JOINING OUR TEAM?

Connect

Powered by Twenty Over Ten