Founders and executives face unique situations and tax issues that are distinct from their businesses. Withum can offer an unmatched network of resources designed to ensure you have the skilled assistance necessary to mitigate taxes, maximize wealth and achieve your goals.

Industry Founders and Leader Challenges

qsbs

Qualified Small Business Stock (QSBS)

Your stock benefits should not be complicated. Our team can identify, document, and help you realize the benefits of founder shares.

mergers and acquisitions

Mergers and Acquisitions

As the needs of your business change, so do our services. We provide insight into the compliance and tax aspects of mergers and acquisitions for a smooth transition.

sales

Secondary Sales

Founders often seek secondary sales for liquidity. We offer expertise when analyzing due diligence and tax consequences.

equity

Equity-based Compensation

When it comes to understanding stock options, the list can feel endless – restricted stocks, incentive stock options, nonqualified stock options. As a founder, insight from the planning stage to income-tax forecasting is key.

tax services

Tax Services

From personal tax to state and local tax to international tax, our experts can help you understand your personal tax liability and maximize after-tax cash flow.

Continued Solutions

Of course, we understand that every situation is different, which is why we are dedicated to working with you as a trusted advisor. We continually add and improve our current services to cover any and every situation such as estates and trusts, cyber and information security, family office, insurance advisory, cryptocurrency and more.

Consistency at Every Stage

No two businesses are the same and no two founders are, either. That’s why Withum’s dedicated staff delivers individually tailored solutions that look beyond just the next pressing issue. From startup to liquidity, you deserve consistent care and timeliness – and that’s what you can expect at every stage.

Leadership

Christopher M. DeMayo

Partner

New York, NY

Daniel Krolikowski

Whippany, NJ

Hal R. Terr

Partner

Princeton, NJ

Zsia Rosmarin

Partner

Whippany, NJ