Paffendorf Wealth Management Group of Wells Fargo Advisors, CFP, CPWA, PIM Portfolio Manager®

Technology and Emerging Growth Companies Expecting a Sale or IPO

Companies Expecting a Sale or IPO

At Paffendorf Wealth Management of Wells Fargo Advisors, we understand the substantial impact a private company sale or initial public offering (IPO) can have on critical employees receiving equity compensation grants. We focus on delivering customized wealth management solutions catering to the cash-flow needs arising during transitional events.



Paffendorf Wealth Management of Wells Fargo Advisors provides customized wealth management solutions for executives, professionals, and employees during private company sales or IPOs. We offer insights on liquidity planning, exercise strategies, and other techniques to help develop pre-sale or pre-IPO wealth management plans. We take a comprehensive approach to assist clients through these financial transitions. If you feel this kind of event will impact you, please do not hesitate to reach out and contact us to discuss wealth management solutions for you and your family, 

 

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  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

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