Start Your QSBS Rollover

If you’re ready to have a conversation with our team about your rollover situation, how to save millions on your federal and state tax bill, and the opportunities available to you when partnering with Vint, 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?

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

(Read more about QSBS planning and see some example situations)

Don’t Have QSBS Gains to Roll Over?

We’re always looking for new partners for our Retail Partnership Program, and while we have great opportunties for those seeking to complete a QSBS rollover, you don’t have to complete a rollover to work with Vint. The following people may be interested in the Vint Partnership Program:

  • Someone seeking a new business opportunity is a mature sector with compelling market dynamics

  • An entrepreneur seeking to establish a tax-advantaged new venture

  • A wine/spirits enthusiast who wants to get involved in the global retail/secondary market

Vint Retail Partnership Program

Through the Vint Retail Partnership Program, we work with partners to on-ramp and run luxury online retail businesses. Our expertise is in the wine and spirits space, which happens to be an ideal sector for those looking to deploy capital via QSBS rollovers. It’s also a great program if you’re looking for an enduring business opportunity with possible tax advantages.

Most QSBS rollover opportunities have one or more of the following problems for recently-liquid QSBS holders:

  • The investment is incredibly risky (i.e. angel investments)

  • The investment has an unknown or inflexible liquidity timeline (i.e. venture funds)

  • A suitable investment opportunity can’t be identified soon enough (60 day rollover period)

Vint’s Retail Partnership Program enables:

  • An expedient business solution

  • Controlled and flexible liquidity opportunities

  • Downside risk protection and resourcing

  • An established and expert partner in Vint

  • Massive potential tax-saving opportunities via Section 1202

  • Access to a network of the top CPAs, attorneys, and advisors in the industry