Equity compensation at a private company is one of the most financially complex components of your financial life. Done right, it can accelerate your path to financial independence by years. Done poorly, it can cost you six figures in unnecessary taxes, or leave you holding worthless shares you paid real money to own. I’ve worked[…]
Financial Planning for Klaviyo’s IPO: What To Do Next Post-IPO (Part 4)
Welcome to the final part in the Klaviyo IPO blog mini-series! This blog wraps everything together at a high-level so you can feel as prepared as possible for the Klaviyo IPO. If you haven’t read part 1 (What to expect with Klaviyo’s IPO), part 2 (5 mistakes to avoid) and part 3 (Creating a plan[…]
Financial Planning For Klaviyo’s IPO: Creating A Plan For Your RSUs, ISOs + NSOs (Part 3)
Welcome to part 3 of 4 in the Klaviyo IPO blog mini-series! This blog focuses on the RSU, ISO and NSO execution strategy when preparing for Klaviyo’s IPO. If you haven’t read part 1 (what to expect with Klaviyo’s IPO) and part 2 (5 mistakes to avoid) then I highly recommend going back and reading[…]
Financial Planning For Klaviyo’s IPO: 5 Mistakes To Avoid (Part 2)
Welcome to part 2 of 4 in the Klaviyo IPO blog mini-series! This blog focuses on the 5 main mistakes to avoid when preparing for Klaviyo’s IPO. If you haven’t read part 1 (what to expect with Klaviyo’s IPO), then I highly recommend going back and reading that blog since it will provide valuable context[…]
Financial Planning For Klaviyo’s IPO: What To Expect (Part 1)
On Friday, August 25th, 2023, Klaviyo finally filed its S-1 (a public document filed with the SEC to kick off the IPO process). If you are a Klaviyo employee… woohoo! This is amazing news. You may be feeling excited, stressed, anxious and confused all at once …. and that’s totally normal. If you have equity[…]