Guidance
Our knowledge, distilled.
Every step of the way, startups have a lot to think about. We help ease that burden by considering all the angles and providing clients with clear, forward-looking advice. We know just how quickly the startup landscape can change, so we proactively outline emerging issues and provide actionable recommendations for managing the challenges and opportunities those developments present.
Articles
USPS Postmark Rule Change: Implications for Section 83(b) Elections
For startup founders seeking to reduce their potential tax exposure through a Section 83(b) election, timing matters. A recent change in U.S. Postal Service (USPS) postmarking procedures has introduced new risk for anyone relying on traditional “snail” mail to meet their Section 83(b) election filing deadlines.
Estate Planning for Founders – Part III: Intentionally Defective Grantor Trusts
This is the third of a four-part series focusing on estate planning for founders. In this installment, we will cover why an Intentionally Defective Grantor Trust (IDGT) may be an effective estate planning tool for founders.
Pro Rata Rights: What Founders and Investors Should Know
Pro rata rights may seem like a technical detail, but they carry significant weight in shaping a company’s long-term investor relationships and fundraising strategy.
Why Startup Founders Should File an 83(b) Election
Since a startups company’s common stock typically has very low value at incorporation, and the amount paid for the shares is equal to the value of the stock at that time, filing an 83(b) election can provide several advantages
Navigating Conflicts in Rescue M&A and Financings
Experienced directors and officers understand that they owe the traditional fiduciary duties of care (make reasonable, informed decisions) and loyalty (act in the best interest of the corporation and its stockholders). But during times of financial stress, even sophisticated directors may overlook a crucial nuance.
Top 10 Things to Watch Out for When Cash Flow Is Tight: Restructuring Considerations for ECVC-Backed Companies
For founders and executive teams in the ECVC space, recognizing early warning signs—and responding decisively and on an informed basis—can mean the difference between stabilization and a value-destructive insolvency process