What we score
Founder stock is a tax question, an estate question, and an investment question all at once.
The Scorecard scores all three, plus three other critical areas.
01
Income Planning
Owner comp, distributions, and the post-exit paycheck most founders never plan for.
02
Tax Planning
QSBS, trust strategies, charitable structures, and the moves that have to happen before the LOI.
03
Risk Management
The boat sinkers. Liability, key person, disability, and the gaps between your business and personal coverage.
04
Estate Planning
Trust structures, gifting windows, and the documents that should already exist before any deal closes.
05
Investment Management
What happens to a concentrated position once it becomes liquid. Diversification, taxes, and a plan that lasts.
06
Team Coordination
CPA, attorney, banker, advisor. Someone has to run point. We score whether yours is doing it.
Founder Stock Planning
Your Founder Stock Could Qualify for Major Tax Savings.
QSBS, stacking, and trust structures can shield a large share of the gain on your stock. Almost none of it works if you wait until the deal is on the table.
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