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White Papers

Expert advice can help you safely navigate the personal financial challenges of an IPO or liquidity event.

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Preserving the Wealth of Successful High-Tech Community Members

Joyce Franklin’s white paper “Preserving the Wealth of Successful High-Tech Community Members” 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.

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The Four Phases of Startup Life (Chart)

The Four Phases of Startup Life graphic clearly charts the financial and quality of life paths tech executives and employees experience in a startup.

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The BE WISE Planning Strategy for Tech Executives and Entrepreneurs

“The BE WISE Planning Strategy: A Formula for Financial Success and Personal Happiness” explores the five-step process for planning for life before and after a wealth event. The steps are simple: Before Event, Work, Identify, Strategize, and Execute. After reading this paper, you’ll know how to strategize your future based on your goals and assets. If you have excess capital, divide it into three categories: the “Maintain Bucket” for what you need to comfortably live out your life, the “Risk Bucket” for angel investing or starting a new company, and the “Give Bucket” for making donations to your favorite causes.

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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.

Preserving the Wealth of Successful High-Tech Community Members
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Preserving the Wealth of Successful High-Tech Community Members
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The BE WISE Planning Strategy
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The BE WISE Planning Strategy
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