Founders (pre-exit)

Founder and early-employee planning in the pre-exit window — QSBS eligibility, 83(b) strategy, secondary-market decisions, founders-equity concentration, estate tools (GRATs, QSBS stacking), and the cash-flow model before and after a liquidity event. Advisors in this specialty work with a small number of founder households at a time and understand the fiduciary, legal, and tax coordination involved.