QSBS Rollover as a Service
We conduct and document a QSBS-defensible search on your behalf.
From opportunity identification, to delivering a comprehensive compliance file, we manage the entire rollover process.
By organizing and executing a rigorous search process, we create a compliant bridge that carries your rollover proceeds through the five-year holding period. In other words, the search itself is not just a step in the process, it is the solution that enables you to maximize your tax benefit.
Lessening the burden on exiting shareholders.
For founders and investors with QSBS-eligible gains, meeting the IRS’s strict requirements for QSBS rollover compliance is a daunting challenge.
Navigating the complex process of documenting your search for a new qualifying business, and building an airtight record that will stand up to IRS scrutiny, is impractical without dedicated expertise and hands-on support.
The threshold for proving a diligent, good-faith market search is high, and most gain holders simply do not have the resources, time, or connections to execute this alone.
