Founders and Tech Executive Services

If you founded or co-founded your company, Section 1202 qualified small business stock (QSBS) may be one of the most valuable tax benefits available. QSBS stock options and founder shares can qualify for a federal capital gains exclusion of up to $10-$15 million or 10 times your cost basis upon sale, but the requirements are strict and documentation must be carefully maintained. Many founders miss out simply because the opportunity was not identified or tracked early enough. We work with technology founders to identify, document, and continuously track QSBS eligibility from the outset, helping ensure nothing falls through the cracks. When it is time for a liquidity event, you will have a clear, well-documented understanding of your position and the confidence to act.

Equity compensation is one of the most powerful financial levers for tech founders and executives, but it comes with significant complexity. Incentive stock options, nonqualified stock options, restricted stock units, and 83(b) elections each carry unique tax implications, and the timing of your decisions can materially impact outcomes. Thoughtful planning that accounts for income tax forecasting, AMT exposure, and long-term wealth goals can meaningfully increase what you ultimately retain. We work with founders and technology executives to develop strategies that address their full equity picture, including early-stage considerations like 83(b) elections as well as liquidity events. Whether you are building your cap table or preparing for a sale, we help you make informed decisions with confidence.

Whether you are exploring a merger, preparing for an acquisition, or considering a secondary sale of your shares, the financial and tax decisions involved can shape the outcome just as much as the deal terms themselves. Tech founders often underestimate how quickly deal timelines move, and going in without the right advisory support can cost you in due diligence, structure, and taxes. We provide guidance on the compliance and tax aspects of mergers and acquisitions so you understand what a transaction actually means for you personally, not just for the company. For secondary sales, we help you analyze the tax consequences and evaluate your options before you sign. Our goal is to make sure you walk away from a deal knowing you made the most of it.

As a tech founder or executive, your personal tax picture is more complex than most. From equity compensation and stock options to estate planning, trusts, and charitable giving, the decisions you make today have real consequences for your long-term wealth. Tax residency planning is another area where we see founders and tech executives leave significant money on the table, particularly when a liquidity event is on the horizon. Our team specializes in financial planning, helping you build a strategy that accounts for every piece of your picture. We work closely with you to stay ahead of changing tax laws so you can stay focused on building your company.

Crypto taxes are one of the most misunderstood areas for tech founders and investors, and getting them wrong can be expensive. The IRS treats digital assets as property, which means every trade, sale, or exchange is a taxable event, and tracking your cost basis across wallets and exchanges is more complicated than most people expect. Whether you are dealing with long-term crypto tax planning, or capital gains on cryptocurrency, our team has deep experience in this space. We help founders and executives navigate new crypto tax laws as they evolve, so you are not scrambling at tax time. Our cryptocurrency tax advisors work alongside your broader tax and wealth strategy so nothing falls out of alignment.