Saving Tax Dollars with Qualified Small Business Stock (QSBS)

If you hold qualified small business stock (QSBS) and are thinking of starting or investing in a new venture, consider rolling your capital gain associated with your current QSBS into the new enterprise. In the spirit of incentivizing continued investment in small businesses, the Internal Revenue Code allows individuals to defer the capital gains tax … Continued

The Advantages of Exit Planning: Secure Your Legacy and Maximize Your Wealth

As a Certified Exit Planning Advisor™ (CEPA), I am committed to helping my clients navigate the complex world of business transitions and secure their financial legacies. I want to shed light on the pressing need for exit planning by sharing some eye-opening statistics and highlighting the tremendous opportunities that lie ahead. Let’s delve into the … Continued

A New Year’s Toast to the Silicon Valley Entrepreneur

The literary fox has long been portrayed as the most clever, hungry, and transformational character among his anthropomorphic brethren. First appearing in the stories of Aesop over 2,500 years ago, foxes were either tricksters, flattering a crow’s beautiful singing voice to run away with the cheese that fell from the bird’s mouth; or masters of spin, … Continued

Include Personal and Financial Planning in the Sale of Your Business

According to The Goldhill Group, 75% of business owners surveyed regret selling their business after it’s been sold.1   This is an alarmingly high percentage. Did these business owners not set goals for what they envisioned life would be like on “Monday” after the sale? Did these business owners not have a team of professionals surrounding … Continued

How I Learned to Love the Bot

April 25, 2023 For those new to the relatively recent and rather profound paradigm shift in internet search, the next generation of chatbots can realistically simulate human conversation by mining huge samples of texts and images available on the internet. And these computer programs—including Open AI’s Chat GPT, Microsoft’s Bing AI, and Google’s Bard, among … Continued

The Last Mile Logistics of a Liquidity Event

July 28, 2022 For founders, early-stage employees, and executives alike, the opportunity for a sizable personal liquidity event is the result of considerable talent, tremendous amounts of work, and a little bit of luck. But while building a company or product has brought them to the doorstep of an IPO or sale of a concentrated … Continued

Managing a Small Business During and Post COVID-19

October 14, 2020 It’s no secret that COVID-19 has created a very challenging business environment. This is especially true for small businesses. Sadly, many small businesses have already been forced to close during the pandemic due to their fragile finances, including limited cash reserves and often few or no established financial relationships. If you are … Continued

Making the Most of Your Windfall

January 31, 2020 Congratulations! The enterprise you have worked tirelessly to create has now been sold or gone public. While you were consumed with building your business and formulating the best exit strategy, you probably had insufficient time to reflect upon the impact of this important milestone.  Now that the event has occurred, you need … Continued

You Are Experiencing Peak Free

For those of you who wake up, ambitiously squeeze in a workout on your Peloton bike before taking an Uber to your shared workspace at WeWork, where you then order your food through DoorDash before catching a Lyft ride home – you are participating in an urban ecosystem of convenience that presently loses, by most … Continued

Exercising Options Now That You’re Out from Under AMT

We regularly work with entrepreneurs and tech employees who benefit from Incentive Stock Options (ISOs) and also often are impacted by Alternative Minimum Tax (AMT); but the relatively new tax law from 2017 offers some important related changes to know about that could positively affect you if you choose to exercise your ISOs this year. … Continued