Who We Serve – Tech Entrepreneurs
You understand how to build, scale, and position a product for growth. But when it comes to navigating equity events, IPO timelines, and post-exit wealth strategies, the playbook is different. And getting it wrong can cost you millions.
Why Tech Entrepreneurs Work With Us
Tech entrepreneurs face unique financial complexity. Stock options, RSUs, vesting schedules, AMT exposure, QSBS planning, and 83(b) elections all require precise timing and coordination. Add in the pressure of a liquidity event or acquisition, and the stakes get even higher.
Most financial advisors don’t understand the tech world. They’ve never worked in it, never built anything in it, and don’t know how to plan around the strategies that matter most to founders and early employees.
I came from the tech industry. I was the first hire on a business unit that grew to $300 million and 70 employees in three years. I built products, coordinated cross-functional teams, and learned
how to integrate complex systems to solve real problems.
That experience translates directly to wealth planning. Just like building a tech product, financial planning for entrepreneurs requires understanding how all the pieces fit together: entity structure, tax optimization, equity timing, estate planning, and risk management.
I take the same approach I used in product development. I go deep, learn the options, and design solutions that fit your specific situation based on your financial reality and personal preferences.
What We Help Tech Entrepreneurs With
Startup Exits and Acquisition Planning
Whether you’re selling to a strategic buyer or private equity, we help you structure the deal for tax efficiency, protect your proceeds, and plan for reinvestment or diversification. If your exit qualifies for QSBS (Qualified Small Business Stock), we can help you eliminate up to $10 million in capital gains taxes per owner.
IPO Planning and Equity Events
Going public creates incredible opportunity but also significant tax complexity. We help you plan for lockup periods, AMT exposure, diversification timing, and how to convert concentrated stock into long-term wealth without triggering unnecessary taxes.
Entity Structuring for Growth
Choosing the right entity structure early (C-Corp vs. S-Corp vs. LLC) can save millions down the road, especially if you’re building for a future sale or planning to take on investors. We work with your CPA and business attorney to make sure your structure aligns with your growth and exit strategy.
Equity Compensation for Key Employees
As your company scales, retaining top talent becomes critical. We help you design stock option plans, restricted stock agreements, and golden handcuff strategies that keep your team engaged through exits and transitions.
Post-Exit Wealth Management
After a liquidity event, your priorities shift from building equity to preserving wealth, reducing taxes, and creating legacy. We help you reinvest intelligently, avoid common post-exit mistakes, and build a diversified portfolio that supports your next chapter.
A Specialized Approach
My biggest client is a tech startup. I understand the pressure, the timelines, and the decisions you’re facing. I also understand how to coordinate the technical and financial pieces so nothing falls through the cracks.
From IPO planning to post-exit diversification, we bring a level of technical fluency and strategic thinking that most wealth advisors simply don’t have.
Ready to turn your equity into lasting wealth?
Let’s build a plan that matches your ambition and protects your outcome.