Financial plan before the exit
Why the best planning work often happens before liquidity, not after the wire lands.
Read the guideTech Founder Financial Planning
Startup money gets complicated before it gets liquid.
A planning hub for tech founders and startup operators thinking through equity, 83(b) elections, QSBS, taxes, concentrated risk, and life before or after an exit.
Focus Area
Equity and 83(b)
Focus Area
Founder tax strategy
Focus Area
Pre-exit planning
83(b) election explained
The filing decision founders need to understand early, especially when restricted stock is involved.
Read the guide83(b) for AI startups
How fast-moving startup equity can turn a boring tax form into a major planning decision.
Read the guideStartup founder tax mistakes
Common ways founders lose tax flexibility by waiting too long to plan.
Read the guideQSBS guide for founders
What founders should know about Section 1202 and why timing, structure, and documentation matter.
Read the guideRetirement accounts for founders
How to think about Solo 401(k), SEP IRA, and SIMPLE IRA options as income and company stage change.
Read the guide