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2026 QSBS Summit

September 23-25, 2026 · Jackson Hole, Wyoming

Spring Creek Ranch | Jackson, WY

Attend
Watercolor sketch of the Wright Brothers' first flight

Master the QSBS toolkit.

Attending the QSBS Summit is an opportunity to hear directly from the most active Qualified Small Business Stock advisors and practitioners in the industry. Leave with the awareness and strategies to maximize QSBS for the clients, founders, and investors in your network.

Get in on the ground floor.

Be an integral part of this new, annual conversation on QSBS. Stay top of mind when today's most important companies are being started and sold.

Reach advisors who work with founders and investors on the biggest deals in the startup ecosystem. An ultra-premium conference experience with loads of evergreen content for long-term impact.

Become a Sponsor

Book a brief call with our team to walk through available sponsorship opportunities and plan your engagement.

Schedule a Sponsor Call

The Curriculum

01
Advanced QSBS Planning
Maximizing the exclusion in complex structures and special situations.
02
Founder-Focused Strategies
Learn the strategies that real founders and investors are using to keep money in the startup ecosystem.
03
QSBS-Aware Deal Structuring
M&A, secondary sales, and recaps without blowing the benefit.
04
Long-Term Tax Advising
A multi-decade roadmap for handling significant liquidity events.
05
Curated Advisor Content
Sessions geared toward family offices, wealth managers, and boutique advisories who see QSBS.
+ Additional content on policy shifts, audits, and case studies

Frequently asked

Questions, answered.

Still have questions?

Speak directly with our team.

Speak with Our Team