IPO Readiness Resources

Preparing for liquidity before the filing window opens

An initial public offering can transform both a company and the individuals who hold equity. For employees and executives, IPOs introduce concentrated risk, complex tax considerations, and time-sensitive decisions that are often difficult to reverse. IPO readiness focuses on understanding these dynamics early, before urgency narrows available options.

Request access to our February 2026 IPO Readiness Forum to gain exclusive executive-level insights for executives at companies approaching an IPO event.

What IPO Readiness Means

IPO readiness is not about predicting if or when a company will go public. It is about preparing for the personal financial implications of a potential liquidity event. This includes understanding how equity becomes liquid, how timing affects taxes, and how decisions made before filing can influence outcomes long after shares begin trading.

Who This is For

• Founders and early executives

• C-suite leaders at late-stage private companies

• Employees with meaningful equity or stock-based compensation

• Individuals navigating IPO-related tax, liquidity, or diversification questions

This resource is particularly relevant for individuals inside companies approaching potential public markets over the next several years.

IPOs as a Liquidity Event

An IPO is one of several liquidity events that can significantly reshape a financial landscape. Similar planning considerations arise during business sales, concentrated stock transitions, and other equity-driven events. Viewing IPO readiness within this broader context helps reduce blind spots and improve long-term outcomes.