Every stock sale, tax free.
When founders sell stock, they often forfeit 30% or more to taxes. QSBS fixes this.
We work exclusively with founders selling stock to ensure they can claim the benefits of QSBS in every situation.
Working with founders backed by:
Founder Testimonial
“I recently went through a secondary sale and fundraising round for my aerospace company, Apex Space. I knew I wanted to take some chips off the table, but when I saw the tax bill, I realized I needed to be smarter about how I handled my Qualified Small Business Stock. I had a 60-day window to reinvest the proceeds, but life had other plans; my wife went into labor with our baby around day 55.
I was in a massive time crunch. I had called around to various lawyers who couldn't give me a clear answer on how to execute a rollover into a new entity quickly. That’s when the wealth management team at Goldman Sachs introduced me to Nick and Brady (QSBSrollover.com).
At that point, I had about four days left in my window. I was sleep-deprived, busy with my day job, and frankly, skeptical that we could pull it off. But Nick and Brady were absolute machines. They completely pulled together the company formation, filings, and documentation within about 48 hours. It was epic to watch.
What I love about their approach is that they don't just act like consultants; they’re "startup advisors and partners." If you’ve ever started a company, you know you sometimes need a small army of contractors to get from zero to one. Nick and Brady provided that infrastructure.
They also helped me turn a creative outlet into a legitimate business concept. They did the market research, helped me figure out the most capital-efficient way to start, and have been running the show for months now as I steer the ship on our check-in calls.
The best part is the flexibility. They handle the heavy lifting of compliance and structure, so I can spend as little as 30 minutes a month on it if I need to. I still have full control of the bank accounts and the vision, but I don't have to worry about missing a tax filing or QSBS tripwire.
If you’re a founder looking to preserve capital and do a QSBS rollover the right way (without it becoming a second full-time job) I can’t recommend this team enough. They turned a stressful, high-stakes tax deadline into a flexible, compliant new venture that is keeping tons of money in my hands.”
About Our Services
We manage QSBS compliance, coordinate tax and legal resources, and make it possible for you to do a QSBS Rollover into your own new business without sacrificing your time, sanity, or risking your capital unnecessarily.
Our clients are busy and typically don’t have the bandwidth or desire to build a new company on their own. From new business creation, to QSBS documentation, to customer discovery and go-to-market, we work like a startup studio to take your business from 0 -> 1 while maintaining QSBS compliance along the way. We make QSBS Rollovers easy.