Is QSBS Worth It?
Is QSBS worth it for your business? Discover how much you could save and the key changes that might impact your strategy.
Qualified Small Business Stock in California: What You Need to Know in 2025
Understand how qualified small business stock in California is taxed and what you can do about it.
How is Equity Typically Given to Founders?
Learn how is equity given to founders and what to watch out for to avoid financial challenges.
Founders Shares: Here’s How to Avoid a Huge Tax Bill
Founders share tax can be confusing, and tax mistakes are very expensive. This guide explains how to avoid a massive tax bill if you’re a founder selling shares before your company’s IPO. More founders are taking their companies public while owning smaller stakes than in the past. In recent IPOs, founders held an average of […]
3 ways to establish & live your company values
Strengthening your team and business starts with your values. Years ago, I worked with a national firm whose values didn’t exactly align with mine. I had to realize why things felt off, accept it, and move on. Working with parties who aren’t aligned with you is almost never worth it because it holds you back. […]
Why married female founders should have slush funds
Having your own stash of cash can strengthen your marriage. Most people would agree that communication and transparency are key tenets of any healthy marriage, but are there any secrets worth keeping from your spouse? What if the secret revolves around finances, a common cause of divorce? Today, we’re discussing why a married woman should […]
How to fire someone: 4 steps for female founders
Learn what to do before, during, and after the termination. There are many wonderful things about being a female founder. You get to build a team, influence your company’s trajectory, and empower employees to carry out your vision. Each of these experiences make entrepreneurship incredibly rewarding, but they don’t come without downsides. Arguably the hardest […]
The 4 Best Spots to Find Virtual Assistants & Short-term Consultants
These methods help female founders offload tasks to reliable talent so they can focus on what’s most important. There comes a time in every female founder’s entrepreneurial journey when she reaches a productivity breaking point. If you’ve been there, you understand how quickly a to-do list can morph into a bottomless pit of tasks you […]
Startup Founder Equity & Planning for Multiple Acquisitions + IPOs: A Case Study
When you start a company, you’ve probably got big goals for it. In the tech world, big goals = acquisitions and IPOs. And from a financial planning perspective, acquisitions and IPOs are BIG deals. After all, as a startup founder, they are THE first major chance you have to turn your hard work into serious […]