What We'll Cover
| ■ | The mechanics of pre-IPO equity: vesting, 409A pricing, tender offers, and secondary liquidity |
| ■ | A full case study: modeling a SpaceX client's equity in Grantd, start to finish |
| ■ | Where pre-IPO planning creates the most value — and the most risk — for your clients |
| ■ | How to have the conversation before the next liquidity event, not after |
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| Before Grantd, Aric advised on equity compensation at Commonwealth Financial Network. He holds a JD and Tax LLM from NYU, and is a CFP®, CEP, and TPCP. |
