A liquidity event creates wealth, but it also creates uncertainty. The decisions made in this window can shape decades of financial freedom. This turning point is when your wealth is likely too important for you to manage it alone.

Engineers, product leaders and other talented professionals often become experts in building exceptional companies, but not in managing the sudden transition from a six-figure salary to a multimillion-dollar stock position.

Sage Rhino can help you navigate concentrated private or public stock, employee stock option strategies, taxes, liquidity planning and diversification before and after an IPO.

If you are considering a secondary transaction – selling vested shares before an IPO – we help you understand your company’s policies, identify potential buyers and navigate the transaction implications, including taxes, diversification, confidentiality and gifting strategies. We typically invest hours on this guidance, since we want to help ensure you start on the right track to meet your goals.

Whether your goal is to buy a first home, fund education, create financial security or unlock liquidity through a secondary transaction, we can provide specialized guidance designed to transform a complex windfall into a thoughtful, long-term financial plan for both today and the future.