QSBS Rollovers
Exit early, maximize your QSBS - structured QSBS Rollovers for founders facing liquidity before Year 5.
Trusted by founders backed by the world's leading investors and enterprises.
Trusted by founders backed by the world's leading investors and enterprises.
PROBLEM
Liquidity doesn't wait five years.
Many founders sell early when opportunities arise. But selling before the five-year QSBS holding period can turn a once-in-a-lifetime outcome into an unnecessary tax bill.
Acquisition Offers
Strategic buyers may move on their timeline, not yours. Early exits shouldn't mean forfeiting QSBS benefits.
Secondary Sales
Oversubscribed rounds may present secondary opportunities. Founders who take secondaries may do so in a tax-inefficient manner.
Life Events
Life doesn't pause for QSBS clocks. Personal milestones arrive on their own schedule, often well before the five-year threshold.
Market Windows
Peak valuations rarely align with QSBS timelines. Waiting two more years for tax treatment can mean missing the window entirely.
SOLUTION
QSBS Rollovers. Executed with precision.
We design and manage Section 1045 QSBS Rollovers for founders facing liquidity before Year 5
STEP 01
Assess
We analyze your stock, timeline, and liquidity event to determine QSBS eligibility and rollover feasibility.
- Verify your stock meets 1045 QSBS requirements
- Understand your current holding period status and goals
- Identify risks, compliance gaps, and structural issues before they become problems
STEP 02
Strategize
We design a customized rollover structure that preserves QSBS eligibility while meeting your financial goals.
- Structure businesses to maintain continuous QSBS treatment
- Vet qualified small business concepts that meet specific reinvestment criteria
- Coordinate timing across sale, entity formation, and reinvestment within the 60-day window
STEP 03
Execute
We manage the entire rollover process from documentation through reinvestment, ensuring compliance at every step.
- Facilitate entity formation, stock agreements, and business filings
- Deploy capital into qualified businesses before the 60-day deadline
- Maintain documentation and ongoing compliance monitoring
SOLUTION
QSBS Rollovers. Executed with precision.
We design and manage Section 1045 QSBS Rollovers for founders facing liquidity before Year 5
STEP 01
Assess
We analyze your stock, timeline, and liquidity event to determine QSBS eligibility and rollover feasibility.
- Verify your stock meets 1045 QSBS requirements
- Understand your current holding period status and goals
- Identify risks, compliance gaps, and structural issues before they become problems
STEP 02
Strategize
We design a customized rollover structure that preserves QSBS eligibility while meeting your financial goals.
- Structure businesses to maintain continuous QSBS treatment
- Vet qualified small business concepts that meet specific reinvestment criteria
- Coordinate timing across sale, entity formation, and reinvestment within the 60-day window
STEP 03
Execute
We manage the entire rollover process from documentation through reinvestment, ensuring compliance at every step.
- Facilitate entity formation, stock agreements, and business filings
- Deploy capital into qualified businesses before the 60-day deadline
- Maintain documentation and ongoing compliance monitoring
Our process
A white-glove, end-to-end approach built for founders.
01 — LIQUIDITY EVENT
A transaction is on the horizon
Founders typically engage us when a secondary sale, acquisition, or liquidity event is imminent. The earlier you reach out, the more options we can preserve.
02 — SITUATION ASSESSMENT
We analyze your specific facts
Every QSBS Rollover is unique. We evaluate your transaction, ownership history, and timing to determine whether a rollover structure fits your situation.
03 — STRATEGY & ACTION PLAN
A customized rollover solution
We design a tailored QSBS Rollover strategy around your situation and manage execution with a focus on durability, compliance, and long-term outcomes.
04 — WHITE-GLOVE ONBOARDING
We handle the details
Once you decide to proceed, we manage onboarding, coordination with your advisors, and execution logistics so you can move forward with confidence.
05 — ONGOING SUPPORT
A dedicated team in your corner
Every client receives a dedicated team for their QSBS Rollover. From initial structuring through long-term compliance, we're with you every step of the way.
Our process
A white-glove, end-to-end approach built for founders.
01 — LIQUIDITY EVENT
A transaction is on the horizon
Founders typically engage us when a secondary sale, acquisition, or liquidity event is imminent. The earlier you reach out, the more options we can preserve.
02 — SITUATION ASSESSMENT
We analyze your specific facts
Every QSBS Rollover is unique. We evaluate your transaction, ownership history, and timing to determine whether a rollover structure fits your situation.
03 — STRATEGY & ACTION PLAN
A customized rollover solution
We design a tailored QSBS Rollover strategy around your situation and manage execution with a focus on durability, compliance, and long-term outcomes.
04 — WHITE-GLOVE ONBOARDING
We handle the details
Once you decide to proceed, we manage onboarding, coordination with your advisors, and execution logistics so you can move forward with confidence.
05 — ONGOING SUPPORT
A dedicated team in your corner
Every client receives a dedicated team for their QSBS Rollover. From initial structuring through long-term compliance, we're with you every step of the way.
Trusted by clients who build category-defining companies
Why founders choose us
We don't offer a menu of tax strategies. QSBS Rollovers are our singular focus — and that focus is why founders and their advisors trust us to get it right.
Specialized
QSBS Rollovers are all we do. Our work is purpose-built for founders navigating early liquidity — not retrofitted from generic tax planning.
Founder-First
We operate as your advocate, not a transaction processor. Every decision is guided by your facts, your timing, and your long-term outcomes.
Trusted by Advisors
Founders come to us through CPAs, tax attorneys, and wealth advisors who trust our process and rely on us to execute cleanly alongside them.
Quality Without Compromise
From documentation to execution, we prioritize durability and precision — building structures meant to hold up years later.
Our mission
Nicholas King, Founder & CEO
QSBSRollover.com
“We believe that founders are the most effective capital allocators. QSBS Rollovers was built to enable founders to keep building the future.”