If you’re ready to have a conversation with our team about your rollover situation, how you might be able to save millions on your federal and state tax bills, and the opportunity to partner with us, we can meet with you right away.

Here are some of the questions we typically ask when having a first meeting with potential partners:

  • Did you recently sell or are you holding Qualified Small Business Stock?

  • When did you sell your stock?

  • Was this your first liquidity event?

  • Are you a founder, early employee, outside investor/angel, etc?

  • Are you certain that your stock met the Active Trade/Business and other requirements under Section 1202? (Outside of holding period requirements)

  • What is your intended rollover amount?

  • How long did you hold your initial stock?

Start Your QSBS Rollover

Remember, a QSBS rollover may be a good option for you if:

  • You recently sold QSBS before the 5 year minimum hold period

  • You recently sold QSBS that you held for 5 years, but your gain exceeds $10M

  • You’re considering an exit in the next 1-4 years and want to think ahead about tax planning

  • Are an angel investor seeking flexible QSBS opportunities to help defer gains