Enter your family and business info. Select the trust structures that work for your family and customize your documents. Review with a qualified attorney in our network.
Step 2
Valuation
Our partner firm values your stock and Promissory sees to the preparation of your Form 709, so you have the records you need for the IRS and M&A due diligence.
Step 3
Fund and activate
Conveniently sign and notarize documents online, transfer equity. Done.
Step 4
Ongoing support
Your trusts are working—saving taxes and building wealth. As your company scales from $10M to $50M to $500M or more, your trusts grow with it. Promissory handles all the maintenance while you build.
FAQs
Questions founders ask
Is Haldenmiller a real consulting firm?
No — this is a fictional brand created to showcase the template. But everything you see is fully editable and modular.
Can I customize the design?
Yes. Every section, layout, and color token is built with flexibility in mind. Swap, remove, or restyle as needed.
Is this template optimized for CMS?
Absolutely. Insights, case studies, services, and even testimonials are CMS-ready.
Does this include a Figma file?
Yes — you’ll get access to a clean, variables-based Figma system once you purchase.
Can I use this for a real consulting firm?
Yes, that’s the whole point. This structure is built for professional services.
What’s the best way to start customizing?
Pick a homepage, rewrite each section in your own words — or keep the structure and simply swap in your branding.
What’s the best way to start customizing?
Pick a homepage, rewrite each section in your own words — or keep the structure and simply swap in your branding.
What does QSBS stand for?
Qualified Small Business Stock. If certain conditions are met, section § 1202 of the tax code lets you exclude up to $15M in gains when you sell stock in a qualified business. QSBS trusts let you multiply that exclusion.
When is it too late?
Generally, once you have a letter of intent or are actively shopping the company. Ideally you need 18 months of breathing room.
I’m Series C. Does this work?
It might, but there may be additional gift tax consequences to consider. If the shares you are transferring exceed your Lifetime Gift Exemption (currently $15M), gifting shares to trusts may trigger gift tax. Schedule a call and we‘ll check.
What if I’m single with no kids?
You can create trusts for future children, siblings, parents, or other family members. Each unique trust gets its own QSBS exclusion.
Will my acquiring company approve of these trusts?
Our trusts have been reviewed by qualified M&A attorneys during acquisition due diligence, and are consistently approved and effective.
Can I name my own financial advisor?
Yes. You decide who manages the trust‘s investments. Most founders name their financial advisor or retain control themselves.
Do I need to name a financial advisor?
No. In fact, if you have 2+ years until liquidity, you can retain control as investment advisor of the trusts you create until you are close to a liquidity event.
Is Haldenmiller a real consulting firm?
No — this is a fictional brand created to showcase the template. But everything you see is fully editable and modular.
Can I customize the design?
Yes. Every section, layout, and color token is built with flexibility in mind. Swap, remove, or restyle as needed.
Is this template optimized for CMS?
Absolutely. Insights, case studies, services, and even testimonials are CMS-ready.
Does this include a Figma file?
Yes — you’ll get access to a clean, variables-based Figma system once you purchase.
Can I use this for a real consulting firm?
Yes, that’s the whole point. This structure is built for professional services.
What’s the best way to start customizing?
Pick a homepage, rewrite each section in your own words — or keep the structure and simply swap in your branding.
Protect your equity. Maximize your outcome.
The decisions you make now determine what you keep.
