2026 QSBS Summit · Sponsorship

The $50B QSBS Opportunity.

The QSBS Summit is the only national conference exclusively dedicated to expanding the advisory network around Qualified Small Business Stock.

$152B+
in capital gains excluded under QSBS, 2012–2022
$51.1B
excluded in a single peak year
< 100
dedicated QSBS advisors in the US today

Interest is accelerating

4× more
niche QSBS search results (rollovers, investments, opportunities) since 2024
+200%
rise in overall QSBS search results in the last two years
20212022202320242025

Relative search interest, indexed to 2021 = 100. Source: public search trend data.

A bipartisan history of expansion

Three decades of making QSBS more powerful.

Since 1993, both parties in Congress have widened the Section 1202 benefit, turning a once-modest incentive into a huge economic opportunity. Today, the benefit is still massively underutilized and misunderstood.

  1. 1993

    The genesis

    Section 1202 is born: a 50% exclusion after a 5-year hold, though AMT left true savings near 6%.

  2. 2009

    Stimulus boost

    The Recovery Act temporarily raises the exclusion to 75% to spur venture investing.

  3. 2010

    The 100% milestone

    The Small Business Jobs Act lifts the exclusion to 100% and drops the AMT preference.

  4. 2015

    Made permanent

    The PATH Act locks in the 100% tax-free exclusion for good.

  5. 2017

    Corporate synergy

    The TCJA cuts the corporate rate to 21%, making the required C-corp structure far more appealing.

  6. 2025

    Modernized expansion

    The One Big Beautiful Bill Act delivers the biggest overhaul yet, effective July 4, 2025.

    • Tiered holds: 50% / 75% / 100%
    • Gain cap: $10M to $15M
    • Asset threshold: $50M to $75M

Sponsorship grants access

Attendees sit at the center of high-value transactions.

Legal Counsel

  • ·Tax & M&A attorneys
  • ·Venture & startup counsel
  • ·Estate planning attorneys

Advisory Firms

  • ·CPAs & family offices
  • ·Wealth managers & RIAs
  • ·Investment bankers

Investors & Founders

  • ·High-growth startup founders
  • ·VC & angel investors
  • ·Private equity professionals

Why sponsor the Summit?

01

Access an elite, curated audience of fewer than 100 attendees, every one a high-value referral source or prospective partner.

02

Position your firm as a thought leader at the intersection of tax strategy, venture capital, and wealth planning around exits.

03

Earn year-round brand exposure through recorded video and audio content distributed across digital channels long after the Summit ends.

04

Build relationships in an intimate, high-trust setting that larger conferences simply cannot replicate.

Lead Sponsors

Executive Partner

Bespoke sponsorship for our lead partners. Contact us to discuss your goals and build a custom package.

Schedule a Sponsor Call

Content Partnerships

Panel Sponsor

$10,000

Own a named panel and take the stage as a featured speaker on one of the Summit's highest-value QSBS topics.

  • ·Named session, "[Your Brand] Panel: [Topic]," with speaking roles for your firm, panel set at your discretion
  • ·Permanent logo on the recorded session, distributed year-round as evergreen content
  • ·Moderator introduction of your firm plus on-screen title card and signage
  • ·Half-page Summit magazine profile
  • ·Paid room fees for two attendees included

Fireside Chat Sponsor

$12,000

The most intimate, high-retention format: a one-on-one on-stage conversation with a top practitioner or selected moderator.

  • ·Named session, "[Your Brand] Fireside Chat: [Topic]," with a speaking opportunity
  • ·Permanent logo on the recorded conversation, distributed year-round
  • ·Moderator recognition at open and close, plus signage and on-screen title card
  • ·Half-page Summit magazine profile
  • ·Paid room fees for two attendees included

Hospitality Sponsorships

Naming rights and on-stage moments around the meals and receptions where relationships are actually built.

Welcome Gift
$5,000
Conference Coffee & Snack Bar
$3,000
Wednesday Welcome Cocktail Reception
$3,500
Thursday Breakfast
$3,500
Thursday Networking Lunch
$5,500
Thursday Summit Dinner
$6,500
Thursday Cocktail Hour
$3,500
Musical Guest
$5,000

Experiential & Digital

Activations and materials that stay in the hands of attendees.

Digital Program Sponsor
$5,000
Summit Magazine (Cover)
$2,500
Summit Magazine (Back)
$1,500
Summit Magazine (Feature Section)
$500
Custom Activations
Custom

Let's build the right package for your firm.

Schedule a Sponsor Call