Before the S-1 drops
A pre-IPO advisor in New Haven is busiest the 18 months before a liquidity event, not the week of. Moves that matter: 10b5-1 plan adoption during the last open window, exercising ISOs to start QSBS clocks and manage AMT, maxing the after-tax 401(k) while income is still at pre-IPO baseline, and setting aside liquidity for the tax year of the IPO.
Tender offers and secondaries
If your employer is running periodic tender offers, the decision isn't binary. Size the participation to reduce concentration without giving up too much upside if the IPO prices above the tender.
How our match works
Fill out the form. We introduce you to up to three fee-only advisors in or near New Haven who have real experience with pre-ipo advisor-level work. Matching is powered by Wellspent's independent advisor knowledge graph. Neither Wellspent nor VestedGrant charges advisors for leads. Rankings are driven by practice-area relevance, not payment. See the editorial policy.