Post-liquidity planning after IPO, tender, or secondary
Taxes, diversification, and cash after a liquidity event, planned by one CPA and CFP team.
Post-liquidity planning covers the tax, cash, and diversification decisions that follow an IPO unlock, tender offer, secondary sale, or other liquidity event. Nino pairs a dedicated CPA and CFP on one flat annual fee so the year you have cash is the year your plan stays coordinated.
$500 off through August 31 when you start a one-year membership. Every plan includes a 30-day money-back guarantee.
Who this is for
- Employees and founders after an IPO unlock, tender, secondary, or large option exercise
- Households facing a sudden cash and tax year from concentrated employer equity
- People who already have a CPA or advisor but need both sides working the same event
What you get
- A tax and cash map for the year liquidity hits, including estimates and withholding gaps
- A paced diversification plan tied to lockups, concentration, and goals
- Coordination of equity proceeds with salary, RSUs, crypto, and the rest of your net worth
- Optional in-house tax filing so the plan and the return stay consistent
How it maps to Nino plans
Plus ($3,500/yr) is the usual starting point once liquidity, options, and multi-state taxes are in play. Ultra ($6,000+/yr) fits executives and founders who also need advanced equity, estate, real estate, or business coordination. Core ($2,000/yr) can fit simpler post-vest cashouts. See pricing for tier details.
Full plan details on pricing . Meet the CFP and CPA team , or compare Nino to other services.
Frequently asked questions
Plan the year cash hits
Book a free 25-minute demo. Bring your unlock schedule or tender timeline and leave with a clearer tax and cash map. Start a one-year membership by August 31, 2026 and get $500 off your first year. Every plan has a 30-day money-back guarantee.
Book a demo See $500 off through August 31