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