QSBS Rollover (QSBSrollover.com)

QSBS, Solved

Business EN ↓ 30 episodes

QSBS, Solved – Presented by QSBS Rollover (QSBSrollover.com) Your go-to audio source for everything Qualified Small Business Stock (QSBS). Whether you're an investor preparing for a stock sale, a founder nearing an exit, or an advisor exploring QSBS rollover strategies, this podcast delivers actionable insights you won't find anywhere else. Each episode features audio versions of our most popular articles, expert interviews, and deep dives into QSBS rules, tax planning, eligibility, and the mechanics of rollovers under Section 1202 and 1045. Hosted by the team at QSBS Rollover , we break down...

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QSBS Rollover (QSBSrollover.com)

Episodes

Daily Harvest Acquired by Chobani is a Good QSBS Reminder 30.06.2025 6:15

In this episode of QSBS, Solved, we break down why Qualified Small Business Stock (QSBS) isn’t just for Silicon Valley tech founders. Using the recent Chobani acquisition of Daily Harvest as a real-world case study, we highlight how early shareholders and founders outside of tech—like those in consumer brands, food, beverage, and direct-to-consumer startups—can unlock millions in tax-free gains if...

QSBS FAQ 30.06.2025 6:34

On today’s episode of QSBS Solved, we break down the essential facts about Qualified Small Business Stock—QSBS—and why it’s such a powerful tax-saving tool for startup founders, investors, and early employees. From the requirements for a company to issue QSBS, to the types of businesses that are excluded, we cover everything you need to know about eligibility, the $50 million asset test, the five-...

Leveraging QSBS for Wealth Creation (Swimming with Allocators) 30.06.2025 28:29

This episode of QSBS, Solved is a repost of an interview featuring Brady Weller, Director of QSBSrollover.com, conducted by Earnest Sweat of Swimming with Allocators. SWA is a podcast delving into the strategies and perspectives of leading allocators in the VC space. Designed for fund managers and fellow allocators, the show offers a deep dive into the methodologies and approaches adopted by promi...

QSBS Tax Savings for Series A/B Founders 25.06.2025 29:22

Claim QSBS when you sell secondary as part of a funding round. QSBS rollovers can bridge the holding period gap to 5 years for founders selling stock "early". AI company raising a large amount of funding early one? We're in a unique moment that is going to unlock billions in tax savings using QSBS Rollovers. Contact: Brady@QSBSrollover.com | www. QSBSrollover.com Contact: Brady@QSBS...

Founder-Focused Trust, Estate, and QSBS Planning, with Michael Arlein 24.06.2025 47:49

Michael Arlein, Partner at Patterson Belknap Webb & Tyler, and Brady Weller of QSBSrollover.com share insights on preserving wealth and optimizing tax outcomes during high-growth exits. This episode is ideal for startup founders, advisors, and anyone navigating QSBS-related planning and the use of trusts. The conversation revolves around trust and estate planning for startup founders, particul...