Jacob Dunn, a former Managing Director of Private Wealth Management at Morgan Stanley and Merrill Lynch has recently sparked curiosity through his proactive pre-IPO decision tree plan for private growth company founders and executives. His 12-person advisory team, which includes specialized accountants and attorneys, assists clients in navigating the high-ROI/low-tax options for optimizing financial outcomes. They specialize in equity compensation, restricted stock types, pre-IPO liquidity mechanisms, the QSBS exclusion, 83(b) elections, regular tax vs. AMT break-evens, and cap table sensitivities. Their extensive network and knowledge provide clients with forward-looking tax strategies, potential future tax liabilities and projections, and expertise in diversifying from clients’ concentrated stock positions.

Education-wise, Dunn studied a Bachelor’s Degree at the School of Hotel Administration in Cornell University and completed his High School Diploma/GED at Newark Academy. His professional experience with portfolios and analyzing intrinsic values versus market prices in technology companies differentiate him from his peers. Dunn's background and expertise make him a valuable asset to anyone seeking optimal financial outcomes.