Prosperity at Work
Prosperity at Work is the podcast from J.P. Morgan Workplace Solutions, where you can learn about equity compensation, financial wellness and more. In each episode, our hosts Chris Dohrmann and Lauren Jenkins take a deep dive into the topics that matter, joined by a variety of industry professionals and expert voices to deliver sharp insights and the wisdom of experience.
Please note: This publication contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. J.P. Morgan Workplace Solutions’ Insights and the Prosperity at Work podcast are not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.
Prosperity at Work
S04 E13: From lab to liquidity: IPO readiness for healthcare companies
IPO readiness is one of the key themes at this year’s J.P. Morgan Healthcare Conference in San Francisco. Transitioning to public markets is naturally rooted in financial fundamentals, but what does it take to prepare the people driving this, the founders, senior executives and talent base? How can they best prepare for the personal liquidity that comes from vesting – and what are some of the unique challenges facing healthcare sector companies planning to IPO in 2026?
Sam Quinn, Head of East Healthcare Practice for J.P. Morgan Private Bank and Chris Dohrmann, Strategic Partnerships for Equity Plan Services, J.P. Morgan Workplace Solutions, join host Ankur Nanda on our Prosperity at Work podcast to share their insights on the potential pitfalls and opportunities.
Among the topics discussed are:
· Passion v planning: How founder focus on growing their business can sometimes lead to their neglecting personal financial needs
· Tax planning for incentive stock options
· Food and Drug Administration (FDA) approvals, blackout periods and trading windows
· The importance of starting IPO conversations early and engaging with the right stakeholders
This podcast contains general information only and J.P. Morgan Workplace Solutions is not, through this article, issuing any advice, be it legal, financial, tax-related, business-related, professional or other. This podcast is not a substitute for professional advice and should not be used as such. J.P. Morgan Workplace Solutions does not assume any liability for reliance on the information provided herein.