On Saturday April 11th, Uber publicly filed to go public. If you haven’t read their S-1 regulatory filing you can find it on the SEC website Here’s a quick overview of the major dates to track. Filing the S-1, April 11th It’s been widely reported that Uber confidentially filed its IPO paperwork with the Securities and Exchange Commission in December. But now that they’ve released their IPO prospectus it’s all systems go. The IPO Roadshow, Week of April 29th In order for shares to be publicly traded they need to be priced. And that’s really what the IPO roadshow is…

On Friday March 22nd, Pinterest publicly filed to go public. If you haven’t read their S-1 regulatory filing you can find it on the SEC website Here’s a quick overview of the major dates to track. Filing the S-1, March 22nd It’s been widely reported that Pinterest confidentially filed its IPO paperwork with the Securities and Exchange Commission in February. But now that they’ve released their IPO prospectus it’s all systems go. The IPO Roadshow, Week of April 8th In order for shares to be publicly traded they need to be priced. And that’s really what the IPO roadshow is…

Our founder, Glenda Schmidt, has been acknowledged as a best-in-state advisor and top woman wealth advisor by Forbes. We’re proud of this recognition and believe it validates the importance of advisor specialization. Everything we do as a firm comes back to the original question Glenda asked herself in 1994. “How can we build a financial advisory firm to address the unique planning needs of executives and technology professionals with equity grants?” This was one of the many things that Forbes and Shook Research took into consideration during their due diligence process. They employ a unique methodology based on an algorithm…

On Friday March 1st, Lyft publicly filed to go public. If you haven’t read their S-1 regulatory filing you can find it on the SEC website Here’s a quick overview of the major dates to track. Filing the S-1, March 1st It’s been widely reported that Lyft confidentially filed its IPO paperwork with the Securities and Exchange Commission in October. But now that they’ve released their IPO prospectus it’s all systems go. The IPO Roadshow, Week of March 18th In order for shares to be publicly traded they need to be priced. And that’s really what the IPO roadshow is…