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Pre-IPO Strategy
Planning for Employees
of Reddit

FINANCIAL SERVICES TAILORED TO YOU

Using Our Experiences To Create Customized
Solutions For Reddit Employees

MFA serves many employees and former employees of Reddit and our team is well-versed in the decisions that Reddit employees face. This familiarity helps our clients optimize their financial lives. For instance, MFA's knowledge of Reddit's:

 

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Cash and equity compensation plans allows us to provide in-depth tax planning.

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Vesting schedule and dates allow us to provide detailed guidance on whether to exercise options, how much, and when. Similarly, we can provide advice on selling stock and whether to use the proceeds to pay down debt, buy real estate, make investments, and so on.

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Employee benefit program details are embedded directly into our clients' financial plans.

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FINANCIAL SERVICES TAILORED TO YOU

How To Work With MFA

Most of our clients utilize our financial planning or investment management services. However, we also offer a Pre-IPO Strategy Planning package for those needing more focused advice.

 

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Stock Option/RSU Strategy Analysis, including tax-efficient options exercise strategy.

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Develop diversification and liquidation strategy

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Coordinate with your tax advisor/CPA

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Overall Investment Portfolio Review, including analyzing current holdings and providing allocation recommendations to consider in light of IPO.

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One-time project cost

To get started, schedule a free call today and mention Reddit Pre-IPO Strategy Planning in the scheduling form.

 

 

Why Choose
Morling Financial?

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Comprehensive Financial Analysis

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Fiduciary to Our Clients

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Diversified Expertise

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Tailored Services