One Team. Every Angle. All Working for You.
Your financial life is complex with stock options, burn rates, liquidity events, and personal goals all competing for attention. That’s why we bring together a unified team of CFP® professionals, tax strategists, investment managers, and estate planners who understand the startup journey. No handoffs. No gaps. Just one team managing every piece of your financial life.
How We Help Tech Founders
You’re building the future. We help protect yours. Whether you’re pre-seed or post-Series C, our team tailors strategies to your personal needs. From equity compensation to exit planning, we help you make confident decisions that align your business success with personal financial independence.
Specialized Services for Tech Founders
- Cap Table & Dilution Risk Scenario Planning: Future round modeling, equity pool design, founder protection.
- Integrated Business & Personal Liquidity Planning: Burn rate, bridge funding, and compensation structuring.
- QSBS Qualification: C-Corp conversion, asset tests, and multi-beneficiary planning.
- Multi-Grant Equity Compensation Optimization: ISOs, NSOs, RSUs timing and tax strategy.
- Pre-IPO Gifting & Irrevocable Trust Setup: Valuation discounts, gift tax avoidance, and legacy planning.
- IPO Readiness & 10b5-1 Plan Design: Insider compliance, lockup liquidity, and trading automation.
- Equity Exit Strategy Coordination with Legal Teams: M&A, IPO, and secondary sale alignment across advisors.
- Post-Exit Rollover Equity & Earn-Out Management: Risk modeling, diversification, and contingent payout planning.
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.
Read Reviews from our Clients
Helping families like yours for 40 years and counting.
Frequently Asked Questions
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Yes. Many of the most valuable planning strategies like QSBS qualification, 83(b) elections, and trust structuring must be done before a liquidity event. Waiting until the money is “real” can mean missing out on significant tax savings and wealth protection.
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Your CFO manages company finances. Your CPA handles tax filings. We coordinate with both, but our role is to integrate your business and personal financial strategy, model scenarios, and proactively plan for what’s next.
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We don’t take control; we help you stay in control. Our job is to make sure you understand your options, avoid costly mistakes, and make informed decisions that align with your goals.
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We get it. That’s why we streamline everything, from onboarding to execution. Our unified in-house team handles the complexity so you can stay focused on building your company.
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At Mercer Advisors, the phrase “unified in-house team” refers to our integrated group of professionals — financial planners, investment managers, tax advisors, estate strategists, insurance specialists, and other professionals — who collaborate to design and execute your comprehensive financial plan. This unified approach helps ensure all aspects of your financial life are working together.
