How not to leave millions on the table at exit
A lot of founders, searchers, and first-time business owners don’t think about liquidity planning until, well, they’re liquid.
You have a secret shareholder on your cap table - Uncle Sam. The time to think about capital gains taxes is upfront when you’re structuring your acquisition, or during your hold period, not when it’s time to sell.
You can use parts of the tax code like the Qualified Small Business Stock (QSBS) exemption to lower your basis at exit. Depending on eligibility (US C-corp, <$75mm assets as of 2025, etc.) you can set up multiple trusts to “stack” your limits in a perfectly legal and widely used strategy called QSBS stacking.
My co-founder built and sold his company to a successful exit and didn’t learn about these strategies until it was almost too late. The trust formation process was also painfully slow and opaque. So we’ve built Sava, a Nevada chartered trust company overseen and regulated by Nevada’s Financial Institutions Division. Nevada is one of the most advantageous jurisdictions for trust law in the country.
Returns aren’t returns unless calculated on a post-tax basis. Let Sava help.
Ps.. you can use trusts for a multitude of other purposes than QSBS. They’re helpful tools for creditor & personal liability protection, long-term governance, privacy, and can be used by your investors and nonbank financing sources as well!