QSBS Spotlight: Voyage AI’s $70M QSBS Rollover Play
A weekly series where we cover recent acquisitions, capital raises, and pending IPOs that may be Qualified Small Business Stock (QSBS) tax exemption eligible, granting investors and planners insight into real world planning opportunities using QSBS rollovers.
This $220M exit is one of the quickest huge outcomes you’ll see for a startup…and one of the most staggering startup sale tax bills.
Voyage AI, the innovative AI startup founded just two years ago, was acquired by MongoDB in a deal valued at $220 million. While a rapid exit like this might seem like a dream scenario for founders and early investors, it comes with potentially massive tax consequences.
Because Voyage AI was acquired before reaching the critical five-year QSBS holding period required for a tax-free exemption, founders, early employees, and investors may be facing over $70 million in unnecessary capital gains taxes.
However, there's still one critical lifeline available: QSBS Rollovers. By reinvesting their gains into new QSBS-eligible stock within 60 days of the sale, Voyage AI’s founders, shareholders, and early investors, may still be able to eliminate that massive tax bill.
When these exits of QSBS happen beofore 5 years, there is simply no other option for tax savings than to conduct a rollover. De-risked pathways exist to executing reliable rollovers, and our team here at QSBSrollover.com is ready to tackle any pre-5 year exit problem for shareholders.
This is a textbook case of how shareholders can leverage QSBS Rollovers for significant tax savings. With proper planning, all gains from this exit could be shielded from taxation, optimized for liquidity, and reinvested to maximize long-term wealth growth.
For more information on QSBS rollovers and how they can help to multiply the $10M exclusion limit, read more below or contact our team Program Director at brady@QSBSrollover.com, or take our eligibility quiz, here.
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You could benefit from a QSBS rollover 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
The Vint Retail Partnership Program can be a solution for QSBS gain holders in need of a flexible, low-risk, and relatively liquid QSBS opportunity. Get in touch with our team today to learn how to partner with us and potentially save millions in gains tax from a stock sale.
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?
(Read more about QSBS planning and see some example situations)
