How it works
How it works
How it works
Designed to maximize your outcome.
From setup through ongoing maintenance, we make it simple to hold your equity and maximize your QSBS exemption.
Working with us
Working with us
Working with us
A few simple steps.
Big results.
No matter what approach you choose, our platform will guide you through every step of the way. From trust creation to custody, establishing an EIN to valuation of assets, we've got you covered in one easy to use platform.
1
Create your trust
Enter your personal and business information, and we'll guide you to choose the right trust for you. We'll handle:
Establishing the trust's EIN
Nevada trust custody
Tax reporting for the trust
Create your trust and sign with an online notary, and we'll take care of the rest.
1
Create your trust
Enter your personal and business information, and we'll guide you to choose the right trust for you. We'll handle:
Establishing the trust's EIN
Nevada trust custody
Tax reporting for the trust
Create your trust and sign with an online notary, and we'll take care of the rest.
1
Create your trust
Enter your personal and business information, and we'll guide you to choose the right trust for you. We'll handle:
Establishing the trust's EIN
Nevada trust custody
Tax reporting for the trust
Create your trust and sign with an online notary, and we'll take care of the rest.
2
Value your equity
Work with our valuation partners to establish a fair and reasonable valuation for your equity gifted to the trust:
A complete valuation report
Form 709 to report the gift
You'll receive a specialized valuation report designed for gifting purposes, similar to a 409a but meeting the specific requirements that a 409a doesn't satisfy.
2
Value your equity
Work with our valuation partners to establish a fair and reasonable valuation for your equity gifted to the trust:
A complete valuation report
Form 709 to report the gift
You'll receive a specialized valuation report designed for gifting purposes, similar to a 409a but meeting the specific requirements that a 409a doesn't satisfy.
2
Value your equity
Work with our valuation partners to establish a fair and reasonable valuation for your equity gifted to the trust:
A complete valuation report
Form 709 to report the gift
You'll receive a specialized valuation report designed for gifting purposes, similar to a 409a but meeting the specific requirements that a 409a doesn't satisfy.
3
Transfer ownership
Once everything is complete you will transfer ownership on your cap table to each trust. This typically requires:
Board consent
Issuance of a new stock certificate
The stock transfer typically aligns with your next board meeting. This process is common and usually permitted for family transfers under most stockholder agreements.
3
Transfer ownership
Once everything is complete you will transfer ownership on your cap table to each trust. This typically requires:
Board consent
Issuance of a new stock certificate
The stock transfer typically aligns with your next board meeting. This process is common and usually permitted for family transfers under most stockholder agreements.
3
Transfer ownership
Once everything is complete you will transfer ownership on your cap table to each trust. This typically requires:
Board consent
Issuance of a new stock certificate
The stock transfer typically aligns with your next board meeting. This process is common and usually permitted for family transfers under most stockholder agreements.
Is Promissory
right for you?
Is Promissory
right for you?
How much more could you earn by transferring your equity to a trust?
How much more could you earn by transferring your equity to a trust?
See how taxes will impact you when you sell.
See how taxes will impact you when you sell.
Promissory QSBS stacking
Advanced tax strategies made simple.
Promissory QSBS stacking
Advanced tax strategies made simple.
Promissory QSBS stacking