Startup Equity Compensation Decision Matrix: When Restricted Stock, ISOs, NSOs, or RSUs Actually Fit
A stage-based founder guide to choosing restricted stock, options, or RSUs without walking blindly into 83(b), 409A, AMT, or withholding surprises.
Software Startup IP Diligence Checklist: Chain of Title, Open Source, AI, and Filing Priorities
Software-company IP diligence is usually about ownership discipline, open source process, and AI/data controls. This checklist gives founders a practical framework and a copy/paste internal diligence list.
PIIA for Startups: Diligence Issues, State-Law Flags, and an Educational Starter Form
A strong PIIA helps prove the company owns the work being created by the people building the business. This article focuses on diligence issues, state-law flags, and includes an educational starter form.
Startup Tax Setup Before the First Priced Round: Entity Elections, Equity Tax Traps, and Contractor Classification
Before the first priced round, founders should pressure-test entity elections, equity tax process, and contractor classification. This guide gives a practical startup tax framework and copy/paste checklist.
Early Employee Restricted Stock Purchase Agreements: When They Beat Options and How to Paper Them Cleanly
Restricted stock can be a powerful early-hire tool when common value is still low enough. This article explains when it works, where it goes wrong, and includes an educational starter agreement.
Founder Restricted Stock Purchase Agreement for Startups: Vesting, 83(b), and an Educational Starter Form
A founder stock purchase agreement is where vesting, repurchase rights, acceleration, and 83(b) process become real. This guide explains the clauses that matter and includes an educational starter form.
Give us a call at
904-234-5653
or fill out the form below for a consultation.
"*" indicates required fields