A Dedicated Team for Your Financial Life
An IPO is a wealth‑defining moment. Our unified in‑house team of planners, tax specialists, investment professionals, and estate strategists works together to help simplify complex equity decisions and build a coordinated strategy tailored to your goals.
Specialized IPO & Equity Compensation Services
- Equity Proceeds Forecasting: Understand after‑tax outcomes across sale scenarios.
- Stock Diversification Strategy: Reduce concentrated stock exposure tax‑efficiently.
- AMT & Tax Exposure Planning: Model ISO/AMT timing and multi‑year implications.
- QSBS Eligibility Review: Identify qualification opportunities and documentation needs.
- Hedging & Protection Tools: Use collars and hedging strategies to manage downside risk.
- 83(b) & Election Guidance: Clarify impacts and optimize multi‑year tax outcomes.
- Gifting & Legacy Integration: Incorporate equity into trusts, gifting, and estate planning.
- Multi‑Grant Modeling: Visualize RSU, ISO/NQSO, ESPP behavior across future tax years.
How We Support Your IPO Milestones
Getting Organized Before Expiration
Whether your lockup is months away or already behind you, we help clarify what’s urgent, what can wait, and which actions may reduce taxes or risk. Together, we map the key decisions to make at each liquidity stage.
Building Your Post‑IPO Strategy
From diversification sequencing to coordinating AMT, QSBS, and liquidity planning, we design a personalized roadmap that integrates your equity into your overall financial, tax, and estate strategy.
Executing & Evolving Your Plan
Your advisor and unified in‑house team continually adjust your strategy as markets, tax laws, and your career shift, helping ensure your plan remains aligned with your goals long after the lockup window.
A Family Office for Your Family
We’ve adapted the sophisticated, time-tested strategies used by ultra-high-net-worth individuals to help more families take control of their financial future.
A unified in-house team
of planners, investors, accountants, and estate strategists that designs — and executes — your financial plan.
A hand-picked advisor
who is focused on serving you, not on finding new clients.
An institutional-grade portfolio
personalized to you and managed by a team of 100+ investment professionals, not just one advisor.
A boutique fiduciary with national strength
that combines intimate service and sophisticated capability, and only acts in your best interest.
Mercer Advisors offers the strength of a large national firm with the personal touch you expect from a local office.
Frequently Asked Questions
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Your equity’s tax treatment, AMT implications, diversification planning, and potential QSBS eligibility are critical factors. Our team builds a coordinated plan that helps you make informed decisions before trading windows open.
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Yes. Post lockup planning can help reduce concentrated risk, optimize taxes from recent sales, integrate proceeds into long term goals, and prepare for future liquidity events. We help you create structure even after the window has passed.
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We believe in simple, transparent fees. As a fee-based fiduciary, we can remain focused on doing what’s best for you.
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Yes. We help forecast multi‑year tax outcomes, optimize election timing, coordinate AMT, and integrate equity into investment and estate strategies, all through one unified team, so that you can be confident all strategies are working together to help strengthen your overall financial picture.
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Mercer Advisors offers flexible engagement options to meet your preferences. While we have 100+ offices nationwide, we also provide virtual services, allowing you to collaborate with your advisory team remotely.
