Personal Finance
Personal Finance
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Contemplating an IPO?
Plan Ahead.

An initial public offering (IPO) may be the most important financial event of your life.

Careful planning can increase your return for you and your family. Our seasoned wealth planners can work with you to maximize both the tax and economic benefits of the transfer by proper planning.

Issuing shares to the public through initial public offerings is a complex and time-consuming process. Meeting the requirements of the regulatory bodies such as SEC requires particular attention and careful advance planning.

There are many issues to be considered by a company as it contemplates the prospect of going public:

To learn more about how we can help you prepare for an IPO, please contact your advisor today at 1-888-762-6226.


The PNC Financial Services Group, Inc. ("PNC") provides investment and wealth management, fiduciary services, FDIC-insured banking products and services and lending and borrowing of funds through its subsidiary, PNC Bank, National Association, which is a Member FDIC. Securities products and brokerage services are offered through PNC Investments LLC, registered broker-dealer and member of  FINRA, and SIPC. PNC does not provide legal, tax or accounting advice.

Investments: Not FDIC Insured. No Bank Guarantee. May Lose Value.