Pledging of Shares & Naming of Personal HOLDCO (holding "seasoned" QSBS)

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December 21, 2025

by a searcher from SDA Bocconi - School of Management in Fort Lauderdale, FL, USA

This is probably a question more for a CARTA forum but - (Accessing liquidity) I'm Forming a new DE HoldCo > loan against my HoldCo > holds the QSBS Any tips for Naming a personal DE HoldCo (SMLLC - disregarded) to holding seasoned 6+ year QSBS (must not trigger QSBS disqualification) (Maybe I am too paranoid) - I want to stay anonymous (not look tied to me/my name) to predators but also - I do not want my HOLDCO to look like an "active business" (names like "capital") for IRS to start flag it - try to disqualify it for Tax Free QSBS upon exit. We are 100% compliant since Day 1 but don't want to open the door to any "red flags" - Lender will lend against my personal HOLDCO > owing my Shares Any tips on naming the HOLDCO in this situation? I am mainly doing this for Pledging my Shares for a personal loan (take some liquidity) I understand that lenders will want a simple ***clean UCC-1 on the HoldCo interests to perfect the lien - not me personally. I have 7-figures of DEAD EQUITY here and only a pissant EIDL Board is OK with this.
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