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Founder Tax Planning Series Part 2: QSBS and 83(b) Elections With Mark Cecchini, CFP

The Long Game

CHAPTER

How to Early Exercise Your Options and Qualify for QSBS

The ability to early exercise even though you're not vested yet which is an interesting sort of concept but that would start the clock on those shares. You should work with a tax and investment advisor to kind of figure out is this the right call for me to exercise even if I'm eligible because it might not be right for your personal situation. It's also tough when you're in kind of a hyperbolic growth company because the longer you wait to exercise the more you're spread between your grant price and your share price.

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