Startup Tax Planning Valuation 
Darrow Wealth Management
FEBRUARY 20, 2023
Working for a startup can pay off big financially, but a lot must go right along the way. If you are considering taking a job at a startup or private company with plans for an exit, there’s a lot to consider before accepting an offer. Here are some considerations for how to negotiate equity in a private company or startup.
Harness Wealth
FEBRUARY 26, 2023
Cost-saving tax planning can be much more difficult to implement after your company is well-established and has reached the stage where an IPO, merger, or acquisition becomes a likely event. Types of shares to offer: ISOs, NSOs, RSAs, RSUs Startups must determine how best to issue stock shares to employees.
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Harness Wealth
APRIL 16, 2025
Tax planning serves as the cornerstone of the entire acquisition deal, extending far beyond a simple checkbox. Every element, from structure to price negotiations, hinges on understanding tax implications for all parties involved. Get it right, and you will have set yourself up for a smooth transition and maximized returns.
Darrow Wealth Management
JULY 30, 2024
For founders, employees, and executives with stock-based compensation, an 83(b) election can be a powerful tax planning tool. When you make an 83(b) election, you’re opting to pay tax on unvested shares now, instead of when the stock vests. Why make an 83(b) election?
Harness Wealth
FEBRUARY 27, 2023
Founders, board members, and employees of startups that get acquired can experience tax consequences as a result of a liquidity event. It’s imperative to plan for the tax implications so you can be prepared to pay what you owe the IRS.
Darrow Wealth Management
APRIL 23, 2025
The 83(b) election has the potential to significantly reduce the overall tax liability, especially for startup founders and employees who receive stock-based compensation. It’s usually a key part of pre-IPO tax planning and exit strategies. This is only relevant for property subject to vesting requirements.
Harness Wealth
MARCH 27, 2025
Buyers and sellers in the secondary market often use specialized platforms to trade private company shares, whether in pre-IPO startups or private equity fund interests. These platforms centralize financial and legal details to facilitate transactions, but tax considerations remain a key factor regardless of where the sale occurs.
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