Hello! I’m Malissa Marshall, CFP®, MS Tax, EA — a financial advisor, tax strategist, and fellow member here at Hula. I offer complimentary office hours to help founders, team members, and investors get clarity on the financial and tax impact of startup growth.
Who I Help
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Founders – transform business success into lasting personal wealth by effectively managing cash flow, mitigating risks associated with concentrated equity, and strategically planning for liquidity events.
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Early startup employees – optimize the value of your equity compensation by making informed decisions about stock options, RSUs, and 83(b) elections to minimize tax liabilities and grow your wealth.
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Angel and private equity investors – receive personalized financial planning to manage cash flow fluctuations, enhance tax efficiency, address wealth concentration, and and develop comprehensive strategies aligned with your long-term financial objectives.
How I Can Help at Hula
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Decode your equity compensation and plan for liquidity events
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Understand your tax exposure before an exit or fundraising round
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Review investment, tax, and cross-border strategies before making key decisions
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Cut through jargon on IPOs, M&A, restricted shares, and more
What Sets Me Apart
With over two decades of experience — including a decade with a Big Four global consulting firm — I combine deep technical knowledge (CFP®, MS Tax, IRS Enrolled Agent) with the hands-on know-how of guiding founders and investors through fast-changing, high-stakes financial events.
