The MedTech Wealth Advisor Podcast

The MedTech Wealth Advisor Podcast


Going Public? 5 IPO Planning Tips for Employees with Stock Comp

July 31, 2025

Your company’s IPO can be a major financial opportunity, or a costly misstep if you’re not prepared. In this episode, Matt walks you through what really happens when your private company goes public, and the five things every employee with stock compensation needs to know before making a move. It’s often more complex than most people realize, so it pays to be prepared.

Here’s some of what we discuss in this episode: