At Maven Group Investment Strategies, we’ve worked with tech companies at every stage, from startups buzzing with innovation to established firms preparing for an exit. We know the highs and challenges of the tech world, and while we don’t raise money or structure deals, we’ve been by our clients’ sides as they navigate those pivotal moments.
Empowering Employees with Financial Education
Your team is your greatest asset, and providing them with the tools and knowledge to make informed financial decisions is key. We offer:
- Financial Education Workshops: Whether it’s understanding stock options, planning for retirement, or tax-efficient investing, we break down complex topics into actionable insights for your team.
- Benefits Access Technology: We provide user-friendly technology solutions to help employees easily access and understand their benefits. No more confusion—just clear guidance on how to make the most of what’s available.
Stock Options & Financial Planning
Stock options are exciting, but they can also be confusing. We work with your employees and founders to evaluate and plan around stock option plans, helping them understand tax implications, vesting schedules, and aim to maximize long-term value.
Founder-Focused Guidance
For founders, we know the end goal often involves an exit, whether it’s selling or merging with another company. Our role is to provide tax-efficient exit strategies, so you’re well-prepared to capture the value you’ve built without being caught off-guard by hefty taxes. From understanding capital gains while seeking to minimize tax liabilities, we’ve got you covered.
Why Maven Group?
We seek to make financial planning as seamless and accessible as your favorite tech tool. Our approach is light and practical, designed to help you and your employees take control of your financial future while keeping an eye on long-term success.
Let us take the complexity out of financial planning so you can focus on what you do best—innovating and growing your company. Reach out for a complimentary consultation today!