Do I have to sell my shares?

Written By Cora

With longer runway for IPO, liquidity often becomes a pressing concern for unicorn founders and executives. Secondary market platforms like Carta and EquityZen enable founders and early investors to sell private shares without waiting for a public offering. But, do I really have to sell?

Selling before IPO means giving up the future gain, more importantly, immediate tax payment right now. However, bills are real. Kids are going to school, parents need medical help, and it is time to buy a decent house.

With Goodmove family office, we leverage our partnership with top-tier institutions, so that our clients can borrow from their private shares to defer tax and retain growth.

Cora

With 10 years of experience managing wealth for millionaires, billionaires, and BigLaw firm partners across mainland China, Hong Kong, Los Angeles, San Francisco, and Silicon Valley, Cora brings a unique fusion of expertise in global deal sourcing, structured financing, portfolio management, capital markets, and investment banking solutions. Having managed over $3 billion in assets and worked with hundreds of business leaders, she drives strategic cross-border solutions and fosters a collaborative ecosystem. Licensed in three jurisdictions, Cora is adept at navigating regulatory complexities in dynamic markets.

https://www.linkedin.com/in/coragao/
Previous

Private Placement Life Insurance: A Tool for Tax-Deferred Growth
Next

Tax-Efficient Structures: Maximizing Returns on Private Equity Investments