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.
I appreciate that the group at KB Financial Advisors are well-versed in the different kinds of compensation that are offered in technical circles — specifically options, RSUs, and EIP — making them a trusted resource that I’ve used to evaluate various job offers. Working with them has relieved a huge mental burden for me around both short- and long-term financial planning.
We give KB Financial Advisors our highest recommendation for personal financial planning and tax preparation. My husband and I have been working with Jackie and the firm for over 20 years. When we first made the decision to commingle our finances, Jackie was our first stop. She has continued to grow our personal wealth over the years through a combination of sound advise and expert asset management. Jackie and the firm have even gone out of their way to provide compassion and advice during the disposition of assets after our parents passed away. Being a tech professional, I particularly appreciate the online tools Jackie and her team use and make available to me when I’m curious. With security and financial wellbeing as their top priorities, we trust KB Financial Advisors with all our financial planning and tax preparation needs.
I have been a client of KB Financial Advisors for over two decades, and I cannot speak highly enough of the exceptional service provided by Jackie and her team. I started working with KB Financial Advisors at an interesting time – I was newly married, starting a family and starting a new business. A client of Jackie’s recommended her to me and my wife and I are grateful, to this day, for that recommendation.
Jackie and her team provided guidance across multiple personal and professional financial planning areas. From tax & investment strategies to college savings plans to insurance to real estate to long-term retirement and wealth planning, KB Financial exceeded our expectations. Jackie and her team’s comprehensive approach to financial planning laid the groundwork across multiple aspects of our family and business needs. I write this review after kids have graduated from college, 20+ years of personal and business tax filings completed and countless advisory sessions for every member of my family from Jackie and her team. I have recommended numerous friend and family members to KB Financial Advisors and will continue to do so.
Thank you, KB Financial Advisors, for your unwavering support and stellar service!
We have been working with Landon since 2019 and can’t say enough good things about him. We always leave our annual meeting feeling better. He’s supported our goals and aligned a plan that makes sense for us. We’ve also had a great experience working with Chelsea. Taxes are confusing and overwhelming and she breaks it down in a way that we can understand. Love the videos she sends us with all the details. Would highly recommend working with both of them!
Landon is a fantastic and effective financial advisor. He is responsive, thoughtful, and extremely knowledgeable. I would recommend him to anyone who is managing pre or post IPO equity, and/or trying to establish basic financial goals and milestones.
Met Jackie for professional financial advice regarding some corporate benefit package. Absolutely fascinating conversation.
595 Market Street
10th Floor
San Francisco, CA 94105
