top of page
Modern Architecture

Qualified
Small Business Stock 
Specialists

Tax expertise with a focus on Qualified Small Business Stock.  Helping founders, employees, investors and businesses.

PRACTICE AREAS

How we can help you.

FOUNDERS

  • Advice on legal entity selection and long-term QSBS success

  • Stock issuances

  • 1045 Rollovers

  • Personal tax planning

  • General QSBS consulting

EMPLOYEES

  • Review of equity grants and other employee issuances

  • 83(b) elections

  • QSBS record-keeping

  • 1045 Rollovers

  • Personal tax planning

  • General QSBS consulting

INVESTORS

  • Diligence

  • Investment structuring

  • 1045 Rollovers

  • General QSBS consulting

COMPANIES

  • Annual QSBS certifications

  • New entity formation

  • M&A structuring (sales, exchanges, etc.)

  • General QSBS consulting​

OUR VISION

About.

QSBS (Twitter Post).png

QSBS Advisors is run by a trusted tax attorney with a decade of experience in M&A and tax planning for high-net-worth individuals.

​​

Experience includes: Big 4 Public Accounting, Large Law-Firm, and Fortune 25 Multinational Public Company.

​

We've advised on M&A deals of all sizes ranging from small businesses ($1-50M) all the way up to public company M&A ($500M+).

​​​

Please reach out for a quick chat!

Let us know how we can help.

Back to Top

BACK TO TOP

bottom of page