VC IPO Acq

Corporate Executive Services

Has your company gone through a liquidity event recently?

Warren Financial Service is the #1 Team that can unlock the cash potential of recent Acquisition, Venture Capital, or IPO related issues:

Sometimes it's eat, or be eaten. It's time to unlock the value of your corporate ownership. Make sure the transaction works for you!

How?

	Are you subject to SEC Rule 144 for Restricted or Control securities?
	Do you own a single large position in any one stock?

What you may need:

	Create cash from your stock without selling
	Custody and execution of Control and Restricted securities
	Margin Loans using Control & Restricted securities as collateral
	Sophisticated services from an independent source not associated with your VC or your firm.

What we can do:

	Create cash now (without selling), but stagger your tax burden for years to come.
	Eliminate stock price risk for years to come.
	Generate cash without giving up voting rights.

What we provide:

Structured Equity Solutions

Restricted Stock Services

Available Structures:

	Covered Options
	Collars
	Variable Pre-Paid Forward Contracts
	Just about any other synthetic derivative you can imagine

These products and services are designed for you if:

You are part/full owner of a company that has just experienced a liquidity event. The event may be a VC investment, IPO/Secondary Offering, or Acquisition.

Venture Capital Investment

Congratulations! But now, you may be stuck with a large block of shares paid to you in lieu of cash. Perhaps you have acquired restricted stock. Perhaps your cash is tied up in escrow. We will help you unlock the value.

IPO or Secondary Offering

Congratulations! You are now locked up for six months. You have restricted stock. Consider yourself a portfolio - you are unbalanced. You are "rich" in stock, but cash poor. Let us help you unlock this potential source of cash for you.

Acquisition

We hope congratulations are in order! In either case, you now own restricted stock. Chances are very high that you are "rich" in the stock of the acquiring company, but might like to unlock the cash potential. Perhaps you need an option collar to protect you from the acquiring company pulling out of the deal, or their stock falling in price. Perhaps you just want to create a hedge to LOCK-IN the value of this transaction. We can help you.

Get more information Warren Financial Service

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