Timeline of an IPO

The road to your company's IPO can be long and complex.

Along the way, you will have to make several decisions that can dramatically affect your financial health.

WRP’s IPO experts can guide you through each stage of the IPO process and help you make fully informed choices throughout, providing the foundation you need to build a bright financial future.

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WRP: Personalized Tax and Pre-IPO Planning

WRP is a team of tax and financial management professionals with expertise in company-issued stock options. We use research-based investment strategies to grow and protect our clients’ investments and a personalized, one-on-one approach to understand each individual’s goals and priorities. A proud Bay Area business, we are dedicated to local philanthropy and contribute time and resources to local charities to support our community’s long-term well-being.