Whether your stock is QSBS is decided by the company's own records at specific moments in the past. Here is what section 1202 actually measures, which of your shares the July 2025 changes reach, and the buyback rule that the statute states one way and the regulation states another.
Investor Readiness · September 14, 2026
A great monthly investor update takes 45 minutes to write and keeps your cap table aligned. Here's the exact structure, what to include, and what to skip.
Investor Readiness · April 29, 2026
Everything founders need to know about cap tables. What they are, why they matter, how to set one up, and common mistakes to avoid.
Investor Readiness · April 14, 2026
A founder's guide to creating a board-ready financial package. What to include, how to present it, and mistakes that lose board confidence.
Investor Readiness · April 11, 2026
Discover the financial red flags investors immediately notice during due diligence. Learn what kills deals before pitch meetings even happen.
Investor Readiness · March 5, 2026
Prepare your startup for investor financial due diligence. Learn exactly what VCs examine, common red flags, and how to present investor-ready financials. | In…
Investor Readiness · February 25, 2026
Share accountant access to QuickBooks or Xero 48 hours ahead and we will spend twenty minutes going through what is broken, ranked, with what each one costs you. You keep the findings whether or not you work with us.
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