Startup and Financing

Long before ultimate sale, we assist entrepreneurs and investors with tax-efficient strategies to form and finance their companies, attract and retain key talent, and avoid tax missteps that could negatively impact a future transaction.

  • Choice of entity

  • C corporation conversions

  • Partnership and operating agreements

  • Equity compensation plans

  • Section 1202 qualified small business stock (QSBS)

  • Intellectual property issues

  • Section 382 and net operating loss (NOL) preservation issues

  • SAFEs and other bridge financing instruments