EQUITY COMPENSATION | LIQUIDITY EVENTS | TAX & ESTATEÂ
How We Help
We’d like to think we help Bio execs achieve their personal financial goals so they can focus on their business more (or chill harder in San Diego). But, seriously, it’s so much more than that. We’re here for you as your Personal or Family CFO.
If anything comes up in your financial world, you can toss it over the fence to us and we’ll do all we can to help. We’ll be your thought partner, problem solver, and voice of objectivity. We’ll keep things simple, easy-to-digest, and, dare we say, fun. Yes, along the way, there’s a good chance we’ll take you out for a California Pinot, oh so smooth Tequila, small batch Sake, or all three.
Our clients love it. What they love most is that we’re always there for them – at every step, every twist and turn of the Bio execs journey. Scientific breakthroughs, IPOs, M&A, that killer home with 180-degree ocean views, surfing in Tahiti (ok that’s more my journey). We’ve got your back.
Best part, we get to do all this in San Diego.
Let’s see how we can help.
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Equity Compensation
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Top 5 Mistakes to Avoid Before & After a Liquidity Event
Learn how to minimize taxes, maximize your net payout, and protect your family’s wealth before and after a major liquidity event.
It largely has to do with how I (Ty) was trained. Back in the day, I worked at a Focus Financial Partner firm in New York City that charged clients a flat annual fee to be their personal or family CFO. Most of our clients worked in finance – hedge fund managers, private equity partners, investment bankers – with a large portion of their compensation tied to equity.
They hired us to be thought partners, collaborative problem solvers and a voice of objectivity in what was becoming an increasingly complex financial life. They didn’t hire us to sell them things.
We helped integrate and oversee all the moving parts: taxes, stock options, blackout periods, executive compensation, risk management, investments, college funding, trust & estate planning, etc. Sometimes, the list never seemed to end. But we were always there for them. Through thick and thin (and a few over-the-top personalities), we tailored our advice and counsel based on what was uniquely important to them and their families.
After moving from NY to Japan and then to San Diego (my wife was a surgeon at Camp Pendleton), I found a similar thread in the world of Biotech. Significant equity-based comp, ISOs/NQSOs/RSUs, complicated pre-IPO/M&A agreements, 10b5-1 guidance, intricate tax & estate planning, and, of course, what to do with all that dough from a major liquidity event. All wrapped up in another even higher tax state. Ah, the planning opportunities abound!
But in the world of biotech, the stakes are incredibly high. You’re on a mission to cure cancer, fight the next pandemic, wipe out rare disease, and, ultimately, improve the human condition. That’s heavy stuff.
We don’t take it lightly. We know the sacrifices you’ve made to get where you are. The late nights, in the lab, or in the board room. The FDA trials. The missed family events. More FDA trials. And who can leave out the bankers. Oh, the bankers. That might be the most difficult part of it all! What’s easier to understand: mRNA capping technology or buyout agreements? Thought so.
You do all that for us. That’s pretty cool.
In a nutshell: You fight for us. We fight for you. Many, many thanks.
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Top 5 Mistakes to Avoid Before & After a Liquidity Event
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4 HoyleCohen Advisors Ranked Among Best-in-State Wealth Advisors by FORBES
Steve Taddie & Ty Summerlin join Elisabeth Cullington and Rachel M. Luken on the FORBES Best In State lists for 2024
HoyleCohen is again included in the “Best Places to Work in San Diego” by SDBJ
For Immediate Release: August 27th, 2020 – San Diego, CA – HoyleCohen, LLC is proud to announce that we have been selected as the #4 Best Place to Work in in San Diego by the San Diego Business Journal!!
The Second Pillar of Successful Investing: Discipline
https://vimeo.com/858770695?share=copy Single points of failure. 2022’s bond market meltdown, COVID’s stock selloff, the housing bubble in 2008, the dot com crash. For many, moments of pain. Moments of emotional weakness. Understandably so. But these are also...
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