QSBS, before 5 years.

Our team and vision:

We are founders. At our last venture-backed startup, we learned that there were no good options for QSBS Rollovers. We decided to take that simple idea, a QSBS Rollover, more seriously than anyone in the world. Our team has built businesses across fintech, marketplaces, consumer platforms, and e-commerce, and more, generating over $30M in revenue and unlocking millions in QSBS tax savings that would otherwise be lost.

Who works with us?

We work with founders selling stock during a fundraise, exiting before 5 years, or earning more than $10M.

Why QSBS Rollovers?

When founders sell eligible stock before 5 years, they miss out on QSBS benefits. Our team has seen more than $500M lost due to poor QSBS timing and planning. QSBS Rollovers are the only solution for maintaining and maximizing QSBS when you exit “early”.

What pain do we eliminate?

Rollovers are traditionally hard to execute, time consuming to manage, and confusing to document. We remove the barriers to completing a QSBS Rollover by enabling founders to roll over proceeds into a new QSBS business that they own and control.

How do we do it?

Our clients are busy and typically don’t have the bandwidth to build a new company on their own. From new business creation, to QSBS documentation, to customer discovery and go-to-market, we save our clients 2,000+ hours per year by helping them go from 0 -> 1 in their rollover business, while maintaining QSBS compliance.

Ultimately, our mission is to enable founders to continue creating the future. Let's build together.