How to Plan for Your Business Financial Future, With Aaron Rubin

Financial planning is not a one-size-fits-all approach. And planning your business future is even less so.

If you’re a company that’s planning on going public, you want to be sure your ducks are in a row.

Specializing in financial planning for professionals in pre-IPO companies, Aaron Rubin helps his clients save money by guiding them through the complex financial issues that come with receiving company stock options and your company’s IPO.

With a background in law and accounting, Aaron if fully versed in moving your business toward its future.

He joins Adam to discuss:

• The worst IPO tax mistake
• Worst investment decisions
• Best investment decisions
• The one stock option tax secret people should know about
• When someone at a pre-IPO company should contact an advisor
• And much more!

Learn how to keep more of your equity compensation so that you can support the people that you love and care about the most!