Need help planning for IPOs, mergers, and acquisitions to ensure their equity works for them—not against them.
From structuring equity to minimize taxes to creating tailored investment portfolios, we bring a deep understanding of the unique needs founders face.
Founders of startups often qualify for QSBS tax benefits, which can significantly reduce or even eliminate taxes on the sale of equity. We’ll guide you through the eligibility requirements, help you structure your stock appropriately, and ensure you’re taking full advantage of this valuable tax benefit. Whether you’re preparing for a liquidity event or planning a long-term strategy, we’ll make sure you’re positioned to save as much as possible under the QSBS exemption.
Exiting your company or hitting a major milestone—like an IPO or acquisition—requires careful planning to protect your wealth. We help founders prepare for these events by creating a roadmap that aligns your financial goals with your personal priorities. This might include strategies to handle a windfall, reduce taxes on the sale of equity, or plan for philanthropic giving. We also guide you through life transitions, like buying a home, starting a family, or funding your next venture. Every plan we create is tailored to your vision, ensuring you’re financially ready for whatever comes next.
595 Market Street
10th Floor
San Francisco, CA 94105
