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A respected thought leader and voice of calm amidst the market hype, Joyce has written two books about wealth preservation and provided source material for other publications.
Joyce L. Franklin, CPA, CFP®
Entrepreneurs are inherently optimistic people. But the very optimism that contributes to their success may torpedo the subsequent preservation of their fortune. Based on Joyce’s interviews with more than 65 tech execs, entrepreneurs, and advisors, Startup Wealth is a crucial guide for those looking to understand the personal financial and legal challenges of creating and building a company. An exploration of the Entrepreneur’s Wheel of Life and comprehensive discussions of equity awards, stock options, and angel investing will help you and your employees maximize personal wealth from day one until well after your IPO or acquisition.
Joyce L. Franklin, CPA, CFP®
The water coolers and watering holes of Silicon Valley are rife with tales of paper millionaires who didn’t diversify, spent money they didn’t actually have, and wound up with nothing. Life, Liquidity & the Pursuit of Happiness is a crucial guidebook for startup employees looking to understand and prepare for the personal financial and legal challenges that can arise before, during, and after an IPO, acquisition, or other liquidity event. Dozens of anecdotes—along with equity award and stock option guidance, financial planning tips, and checklists—will help you and your team maximize wealth.
Our white papers offer the same brand of expert advice as Joyce’s financial planning books, only with a narrower focus and fewer pages.
This white paper is packed with expert advice for executives, founders, and others in the high-tech community. Learn how to make smart financial decisions before, during, and after your company experiences an IPO or other liquidity event. Based, in part, on personal stories shared during interviews with more than 30 successful tech executives, this paper clearly explains the challenges, choices, and tradeoffs people face as part of a rapidly growing company.
The BE WISE Planning Strategy™ graphic depicts the process of discovering your passions and planning for life before, during, and after an IPO, merger, or acquisition in five steps: Before Event, Work,
Identify, Strategize, and Execute.
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These handy graphics are designed for entrepreneurs and individuals working in tech.
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