Case study · Founders & Business Owners

Twelve million dollars that never left the family.

Section 1202 QSBS

The situation

A founder was heading into a business exit with a large capital gain ahead and a legal and CPA team that had never worked from one plan.

What we did together

We planned the Section 1202 qualified small business stock position proactively, years ahead of the transaction, and coordinated the attorneys and CPAs around it through the exit itself so the exclusion was protected at every step.

Where it landed

Over $12 million in capital gains taxes saved at closing.

Drawn from a real engagement, with details generalized to protect the client’s privacy. Every situation is different; outcomes like these depend on circumstances and timing.

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