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
Qualified Small Business Stock: Tax Benefits for Startup Investors are Bigger and More Beautiful
The One Big Beautiful Bill Act's amendments to the Qualified Small Business Stock provisions can spur further investment into small business by investors and founders.
Equity Compensation Primer: ISOs v. NSOs
A closer look at why companies grant options to service providers and the key difference between the two types of options: incentive stock options (ISOs) and non-qualified stock options (NSOs).
Understanding Dilution: What Every Founder Should Know Before Raising Capital
For startup founders, few concepts are as important—or as commonly misunderstood—as dilution. Dilution directly affects how much of the company you own, how much control you retain and what your economics look like in an eventual exit.
The IP Landmine That Can Kill Your Startup’s Exit: Avoiding Common Ownership Pitfalls
One of the most critical aspects of M&A and investment due diligence is ensuring that a target owns the intellectual property required to operate the business and achieve the roadmap.
Founder Secondary Sales: A Primer
A successful secondary sale of a founder’s common stock requires advanced planning by the founder, including early and thoughtful communication with various company stakeholders.
Founder Stock Vesting: What It Is and Why It Matters
When issuing Founder’s Stock, it is important to consider whether a vesting schedule should apply. This may seem like an easy “no” for a Founder—“why would I subject my stock to vesting if I don’t have to?” However, there are (at least) a few scenarios when it may make sense