It's your biggest win yet. Make it even bigger with tax planning.

Whether you're a founder planning for an exit or an employee optimizing for post-IPO growth, we can help you increase your returns by 60% or more.

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The two best tax strategies around: Charitable Remainder Trusts and QSBS

Best for Most

The best fit for most startup equity: Charitable Remainder Trust

Do you own startup equity that is not eligible for the QSBS Exemption?
Check out Charitable Remainder Trusts ->
QSBS Eligible?

The best tax break for startup equity

If your assets are eligible for the Qualified Small Business Stock Exemption
Check out QSBS Stacking ->
Not sure?

If you don't know whether you are QSBS eligible

Pay zero taxes when you sell your equity

That's the magic of tax-advantaged planning.

With a Charitable Remainder Trust, you can defer 100% of the capital gains taxes you'd otherwise owe when you sell. Reinvest those savings and watch your money grow faster.

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Our startup clients earn 90% greater returns with trust planning

SECONDARIES
We've helped employees of dozens of unicorns reduce the taxes on their secondary sales
POST-IPO
With simple post-IPO planning, we helped an early Udemy reduce her tax bill by $3.3 million
QSBS STACKING
A team of co-founders at a New York fintech startup each doubled their QSBS exemption with a QSBS stacking trust

Learn how a California startup employee paid 0% capital gains taxes on the sale of her shares after IPO

Founders and early employees, if all or most of your shares are eligible for the QSBS exemption, we have a solution for you: QSBS Stacking. Read about it here, or schedule a time to talk with our expert strategists

See the potential gains. Spoiler: They're huge.

Calculate the expected returns

Our easy -to-use, customizable tax planning calculator will give you a snapshot of your expected returns.

Calculate your potential tax savings

Double your returns (or more!) with proactive tax planning

From inquiry to closing, we've got you covered

SET UP

Choose and implement the right trust for you

We'll help you starting at square one. Read our guides and case studies, use our guided planning tools to explore the options, calculate the potential gains, and choose the right strategy.

TRANSFER

Transfer your business (or part of it)

We're with you every step of the way. Most business transfers are straightforward, but even if yours is not, our lawyers and accountants have you covered.

SELL

Sell, defer tax, reinvest the profits

You can line up and complete your business sale just as you would have before. The only difference? No taxes, and you can reinvest the gains to supercharge your net worth.

How it works, from option exercise to IPO

The process is simple, and the benefits are huge. We'll be by your side from beginning to end.

1

Choose and implement the right trust for you

We'll help you starting at square one. Read our guides and case studies, use our guided planning tools to explore the options, calculate the potential gains, and choose the right strategy.

2

Transfer your equity (or some of it) to the trust

We're with you every step of the way. Most equity transfers are straightforward, but even if yours is not, our lawyers and accountants have you covered.

3

Sell, defer tax, and reinvest the profits

You can line up and complete your share sale just as you would have before. The only difference? No taxes, and you can reinvest the gains to supercharge your net worth.

Already sold your shares? Don't worry — we have a solution for you. Read about it here, or schedule a time to talk with our expert strategists

From the startup equity knowledge library

Deep dives, how tos, and case studies for every eventuality, at your fingertips

Case Study: California Equity Sale Post-IPO

How a California engineer deferred 100% of the federal and state taxes on $2 million when her company went public, with a Charitable Remainder Trust.

Read more ➞

How To Eliminate Capital Gain Taxes With A CRUT

Charitable Remainder Trusts are the most common tool for reducing or eliminating taxes on the sale of startup equity. Here's how they work.

Read more ➞

Guide To Startup Equity Tax Planning

Our introduction to the most popular tool for reducing taxes on the sale of startup equity: the Charitable Remainder Trust

Read more ➞

Experience the power of Valur: A live tax strategy session

Join our live demo to see how Valur can transform your tax planning. Learn about our innovative tools and strategies directly from our experts.

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