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Types of Clients We Work With 

We work with clients all across the United States in many different industries and stages of life. While not an exhaustive list, here are some of the types of clients we work with. 

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We work with many folks in these industries from Silicon Valley to Cambridge/Boston. We understand the types of financial questions that you face like; what to do with your company stock options (RSU, ISO, NQO, ESPP), what the tax implications are, 10b5-1 plans, and how to manage liquidity events. Our job is to help you turn your paper wealth into real money.

Technology, BioTech, & Pharmaceutical Professionals

Technology, BioTech, & Pharmaceutical Professionals

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We work with business owners at all stages of life from startups to selling your business. For those of you starting out you’ll face important questions like what type of entity should you create, how do you fund the company, do you need a buy/sell agreement, and more. Or, perhaps you’re running a multi-generational 100-year-old business and you’re ready to sell. You’ll want to understand the impacts of a stock sale versus an asset sale, tax implications, business valuation, and more. Our job is to help you get the best price for your business and to ensure that your employees and legacy remain intact.