QSBS Issue-Spotting Review

This fixed-fee review identifies Section 1202 qualification issues, missing records, and practical next steps before a financing, restructuring, or sale. The findings depend on the agreed scope and available evidence; the review does not guarantee eligibility or an exclusion.

Not ready to book a paid review yet? Start with our free QSBS Issue-Spotting Checklist to flag common issues yourself.

What’s included

• Intake questionnaire and document review
• Analysis of entity structure, stock issuance, and holding periods
• Identification of common QSBS pitfalls that could jeopardize the exclusion
• Prioritized recommendations to preserve your QSBS benefits
• Follow-up call to discuss findings and next steps

Pricing

Flat fee of $2,500–$7,500 depending on complexity. After initial intake, we provide a specific quote and define the scope and deliverables in the engagement agreement. A signed attestation letter is a separate deliverable unless expressly included in that agreement.

Book your review

Use the link below to schedule a call to get started.

A note before you book: please share only the names of the parties and a brief, non-confidential description of your issue. Confidential details should wait until we’ve completed a conflicts check and signed a written engagement agreement.