Hub for Founders — QSBS, IPO Planning, Equity Tax, and Wealth Building
Does This Sound Familiar?
You have built something extraordinary, but navigating the financial side of equity can feel like a second full-time job.
- You are unsure how to time stock sales without triggering a huge tax bill
- Your IPO lockup is looming and you do not know where to start
- QSBS rules sound great, but you are not sure if you qualify
- You have heard about 10b5-1 plans, but do not know how they work for founders
We help you turn equity into the freedom, security, and opportunities you have been working for without costly missteps.
Our Solutions to Your Biggest Challenges
We map out a year-by-year tax strategy so your equity works harder for you instead of going to the IRS. From AMT planning to capital gains optimization, we help you keep more of what you have earned.
The Qualified Small Business Stock exemption can save you millions if you qualify and plan ahead. We will show you exactly how to structure and track your shares to maximize this powerful tax break.
From pre-IPO secondary sales to 10b5-1 plans, we guide you through every step so you reach IPO day confident and ready.
We help you turn a liquidity event into a lasting wealth plan that is diversified, tax-efficient, and aligned with your goals.
Whether ISOs, NSOs, or RSUs, we help you exercise, sell, and manage your options with a clear strategy that balances risk and reward.
Selling your company? We help you design a pre-exit game plan that covers taxes, timing, and investment strategy so you can walk away with more.
What Do You Want Know More About?
What Is It?
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Why Should You Care?
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
What Should You Do Next?
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
The blog will be useful:
Is QSBS worth it for your business? Discover how much you could save and the key changes that might impact...
Be informed what happens if you don't exercise stock options and the challenges that come as liquidity timelines shift....
Understand how does QSBS work and how your business can qualify. Discover the powerful tax benefits it can offer for...
These Videos are a good place to start:
These tools & calculators will help:
RSU Tax Withholding Calculator
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RSU Tax Withholding Calculator
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RSU Tax Withholding Calculator
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What Is It?
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Why Should You Care?
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
What Should You Do Next?
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
The blog will be useful:
Learn how is equity given to founders and what to watch out for to avoid financial challenges....
Avoid surprise taxes on your RSU stock by understanding them so you can make strategic tax moves throughout the year...
See the 5 best financial advisors for tech professionals to see if they're a match for your business....
These Videos are a good place to start:
These tools & calculators will help:
RSU Tax Withholding Calculator
Lorem ipsum dolor sit amet, consectetur adipiscing elit sed do
RSU Tax Withholding Calculator
Lorem ipsum dolor sit amet, consectetur adipiscing elit sed do
RSU Tax Withholding Calculator
Lorem ipsum dolor sit amet, consectetur adipiscing elit sed do
What Is It?
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Why Should You Care?
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
What Should You Do Next?
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
The blog will be useful:
Determine the optimal time to exercise stock options with this guide, and evaluate your next best step....
Learn AMT basics with this guide and simplify planning using our free AMT calculator....
This guide to RSU taxes for tech employees simplifies everything from planning ahead and avoiding missed deadlines....
These Videos are a good place to start:
These tools & calculators will help:
RSU Tax Withholding Calculator
Lorem ipsum dolor sit amet, consectetur adipiscing elit sed do
RSU Tax Withholding Calculator
Lorem ipsum dolor sit amet, consectetur adipiscing elit sed do
RSU Tax Withholding Calculator
Lorem ipsum dolor sit amet, consectetur adipiscing elit sed do
What Is It?
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Why Should You Care?
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
What Should You Do Next?
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
Help your customer imagine how life will be like when using your product. Paint a picture of the practical. emotional, or psychological benefits of purchasing.
The blog will be useful:
Find out if you can use a cashless exercise for your stock options. Understand how it works better with our...
Know what is your financial independence number and how it can guide your planning for the future....
Understand the key difference of ISO vs NSO to maximize your stock options and make smart tax decisions....
These Videos are a good place to start:
These tools & calculators will help:
RSU Tax Withholding Calculator
Lorem ipsum dolor sit amet, consectetur adipiscing elit sed do
RSU Tax Withholding Calculator
Lorem ipsum dolor sit amet, consectetur adipiscing elit sed do
RSU Tax Withholding Calculator
Lorem ipsum dolor sit amet, consectetur adipiscing elit sed do
Meet The Team
Hi, I’m Landon and at KB Financial Advisors we help founders and tech professionals turn complex equity compensation into lasting wealth. We have guided founders through IPOs, acquisitions, and exits and our clients have saved millions in taxes while building portfolios they are proud of.
Example of What Our Founder Clients Have Achieved
78%
Increase in website traffic
97%
Increase in deal close rate
22%
Increase in tickets closed
How Businesses Are Using KB Advisors to Grow
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Frequently Asked Questions
Do I qualify for QSBS?
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When should I set up a 10b5-1 plan?
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Can I sell shares before my IPO lockup expires?
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Schedule Your Founder Strategy Session
We work with hundreds of Founders and tech professionals who are in your same shoes. Book a complimentary introductory chat to see how we can help.