Alpha Legacy Plan
- Do you own stock/equity in a company where there will be Institutional Investors coming aboard, an Exit, a Liquid Event, or IPO?
- Do you own Qualified Small Business Stock (QSBS)?
- Are you an Entrepreneur or Early Stage Investor in a start-up?
- Do you want to save 20% or 40% in Capital Gains taxes and Estate Taxes Respectively?
We also know that sometimes the client is bootstrapped and time is of the essence. Our Alpha Legacy Plans provide our clients with Attorney Fee options through a combination of fee payment and equity in exchange for our services.