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

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
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.

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

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
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:
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
Insights

Merger and Acquisition Effects on Stock Options
Due to the magnitude of merger and acquisition (M&A) activity in both the private and public markets, it is important for founders, executives, and employees to all consider the effect […]

The Exclusion for Qualified Small Business Stock is in Play
On September 13, 2021, the House Ways and Means Committee released 881 pages of legislative text laying out its budget reconciliation proposals. It also issued an 18-page section-by-section summary of […]

Stacking and Packing – Strategies to Maximize the Section 1202 Exclusion
Section 1202 continues to be an extremely hot topic for our clients because they are forming and selling qualified small businesses at a record pace. We focus here on two […]