Stock Grants & Options

Avoid Disaster

We are experts at stock grants, options, section 1202, selecting incorporating states (Surprise, it’s seldom Delaware) how many shares to start with, what kind of shares to issue & designing a stock plan going forward.

If you don’t get this right, it sometimes creates massive tax issues for the founding team.

In other words we help you avoid disaster.

Merrill Lynch San Francisco regularly refers their clients to us for this purpose.  Many startups screw up many of the issues that need to be determined at startup. Sometimes it’s just too late; sometimes it can be fixed. But it’s always toxic.

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