We advise the founders and early employees of high-growth startups.

Our clients typically share some combination of the following:

• Significant equity compensation (ISOs, NSOs, RSUs)
• Upcoming or recent liquidity events (tender offers, secondary sales, IPOs)
• Questions about QSBS eligibility, AMT exposure, and exercise timing
• Growing complexity from angel investing, multi-state residency, and/or charitable giving
• A need for proactive planning, not just annual tax prep

If you're interested in working together, get in touch.