Founders face financial decisions that most advisors have never seen. Equity compensation, QSBS exclusions, 83(b) elections, AMT exposure from ISO exercises, concentrated stock risk. The stakes are high and the windows to act are short.
These resources are built for founders, early employees, and investors navigating startup equity and the wealth that comes with it. Or doesn't.
Equity is how founders and early employees build real wealth. But the tax rules around stock options and restricted shares are complicated, time-sensitive, and rarely explained clearly. Start here.
Most founders spend years building their company and zero time planning for the exit. By the time the wire hits, the tax decisions have already been made for them. Plan earlier.
Founders face tax complexity most advisors have never seen. Carried interest, AMT from ISO exercises, QSBS, and state-level surprises. These posts break down the issues that matter most.
Every dollar of equity you give up is a dollar of exit proceeds that won't be yours. Understanding your financing options is part of building wealth as a founder.
The financial basics that apply no matter what stage you're at. Including what to do when things don't go as planned.
Founder financial planning is complex and time-sensitive. Book a free call and we'll work through your specific situation before the windows close.
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