What’s included in our QSBS rollover bundle?

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Rollover Business Support

We help you set up and maintain a QSBS eligible business, including:

  • Entity creation

  • Idea iteration

  • Market research

  • Product research and development

  • IP creation and documentation

  • Go to market strategy

  • Prospective acquisition sourcing

  • MVP development and testing

  • Strategic risk mitigation

  • Treasury preservation and liquidity

  • QSBS compliance record-keeping, and more

Tax Prep and Advising

We cover personal tax services, provided by our partners at Fifteenth, including:

  • QSBS and QSBS Rollover deferral and exemption filing support

  • Federal Form 1040 and one (1) state return

  • Up to two (2) W-2s

  • Up to five (5) brokerage accounts (non-retirement)

  • One (1) form of equity income or stock compensation (ISOs, NSOs, RSUs, founder shares, etc.)

  • One (1) secondary or liquidity event within the tax year

  • 30-minute quarterly check-in with a tax advisor

QSBS Legal Documentation

We cover the cost of a QSBS opinion from our partners at Frost Brown Todd, including:

  • Original company QSBS assessment and legal opinion

  • Rollover transaction assessment and legal opinion

  • Rollover company activities and QSBS assessment, with a legal opinion letter covering:

    • Active conduct requirements

    • Qualified trade or business rules

    • Use of capital rules

    • Gross asset tests

    • Working capital requirements, and more

Document, maximize, and expand QSBS