Planning Considerations When Your Company Goes Public

Wells Fargo Wealth Management provides products and services through Wells Fargo Bank and its various subsidiaries and affiliates. 

Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared.

The information and opinions in this webcast were prepared by Wells Fargo Wealth Management. Information and opinions have been obtained or derived from information we consider reliable, but we cannot guarantee their accuracy or completeness. Opinions represent Wells Fargo Wealth Management’s opinion as of the date of this webcast and are for general information purposes only. Wells Fargo Wealth Management does not undertake to advise you of any change in its opinions or the information contained in this report. Wells Fargo & Company affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report.

This information is provided for education and illustration purposes only. This webcast is not an offer to buy or sell, or a solicitation of an offer to buy or sell the strategies mentioned.


©2014 Wells Fargo & Company. All Rights Reserved

Nichole Bockner

Wealth Advisor, Wells Fargo Private Bank



Planning Considerations When Your Company Goes Public
October 19, 2012

If you own a stake in a private company that is going through an IPO, this is a financial event that will have a profound impact on your future, and seeking guidance during this stage is critical.

In this webcast, Nichole Bockner, Wealth Advisor for Wells Fargo Private Bank, outlines key planning steps to consider throughout the IPO process.

Related Resources
From Startup Through IPO or Acquisition

 

Wells Fargo & Company and its affiliates do not provide legal advice. Please consult your legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your taxes are prepared.

Wells Fargo Wealth Management provides financial products and services through Wells Fargo Bank, N.A. and their various affiliates and subsidiaries. The information and opinions in these reports were prepared by the Investment Management arm of Wells Fargo Private Bank, a part of Wells Fargo Wealth Management and a division of Wells Fargo Bank, N.A.

Investments discussed in these reports may not be insured by the Federal Deposit Insurance Corporation and may be unsuitable for some investors depending on their specific investment objectives and financial position. These reports are not an offer to buy or sell, or a solicitation of an offer to buy or sell the securities or strategies mentioned.

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