Founder tax planning, before the decisions close windows.
QSBS, 83(b), secondary sales, and the entity choices founders make once — and live with for a decade. We set the scaffolding, then file against it.
Scope.
- QSBS qualification, tacking, and §1045 rollover strategy
- 83(b) election filing and documentation
- Secondary sale planning and tender participation
- C-corp vs. LLC entity selection analysis
- Founder equity ledger and basis tracking
- Pre-exit planning and installment sale modeling
- Coordination with counsel, cap-table provider, and wealth advisor
Liquidity events and exit-year engagements scoped separately.
Common founder questions.
When is QSBS actually available to me?
Your stock must be C-corp common or preferred issued after August 10, 1993, and held at least five years. Gross assets at issuance must be under $50M. We verify qualification and track the five-year clock.
I got a grant and I'm vesting into it. Do I need 83(b)?
If you received restricted stock (not options) and the grant value is low, yes — you likely want 83(b). The election must be filed within 30 days of grant. Missing it is expensive and cannot be undone.
Can you handle the exit itself?
Yes. Exit-year engagements are scoped separately and include pre-close modeling, basis confirmation, QSBS documentation, and state residency positioning if applicable.
Start before the decision is made.
Fifteen minutes, a flat quote, and an honest read on whether the structure you have is costing you an exit.