Team Banner

Pre-IPO Strategy
Planning for Employees
of Shein

FINANCIAL SERVICES TAILORED TO YOU

Using Our Experiences To Create Customized
Solutions For Shein Employees

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

 

V Check Icon

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

V Check Icon

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.

V Check Icon

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

Stock Option Webinar Recording

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.

 

V Check Icon

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

V Check Icon

Develop diversification and liquidation strategy

V Check Icon

Coordinate with your tax advisor/CPA

V Check Icon

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

V Check Icon

One-time project cost

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

 

 

Why Choose
Morling Financial?

Search Icon Blue

Comprehensive Financial Analysis

Expertise Icon Blue

Fiduciary to Our Clients

Security Icon Blue

Diversified Expertise

Service Icon Blue

Tailored Services