Daniel Smyth, CFP®

About Daniel Smyth, CFP®

Daniel Smyth is an Associate Advisor for North Berkeley clients. He is well versed in financial strategy and works with clients to develop financial plans and implement investment strategies to reach their long-term goals. Daniel is a primary resource for our clients alongside the Lead and Senior Advisors.

Tender Offers: The New IPO

By |2021-11-19T14:28:13-08:00November 5th, 2021|

Tender offers provide employees of pre-IPO companies the opportunity to sell some shares while a company is still private. It's a strategy the benefits both the company and its employees.