Calculate My Savings
Pay less tax when you sell your business.
Forget saving $15-25k a year. The wrong tax structure could cost you literal millions of dollars when you sell your company.
If you plan to sell your business one day, taxes will likely be one of your highest costs.
Qualified Small Business Stock (QSBS) treatment is a tax law that allows founders and shareholders to exclude up to $15M or more of capital gains from federal taxes when a business is sold. Many states also allow the exclusion.
QSBS can be extremely valuable, but it only works if your company is properly structured years before an exit and stays compliant along the way.
That’s where Revel comes in.
Why Some Founders Miss Out on Millions
QSBS tax savings are not automatic.
Many founders lose eligibility without realizing it, often in early decisions about the business structure and operations.
- Stock was issued incorrectly when the company was formed
- Missing or late tax elections
- Cap table participants who are ineligible
- State-level rules are being overlooked
- Business changes made without considering QSBS
Once QSBS eligibility is lost, it’s usually not recoverable.
We help founders identify these issues early so they can make informed decisions long before a sale is on the table.
How Revel Helps
A simple way to understand your options before making decisions.
This is the best place to start if you’re not sure whether QSBS applies to you.
What we do:
- Review key company and ownership documents
- Assess against the provisions of Section 1202 of the IRS code and confirm whether QSBS may be available
- Meet with you for a 60-minute call to explain what we find
- Show you a clear estimate of potential tax savings
What clients like about it:
- Easy intake process
- Clear explanations without tax jargon
- Delivered within two weeks
- If you move forward within 90 days, the QuickCheck fee is fully credited toward implementation or your exit support package
What clients like about it:
Easy
Intake Process
Quick
Delivered in 2 Weeks
Clear
Delivered in 2 Weeks
Fee Credited
Fully applied to further services
QSBS Cap Gains Shield™
Keeping the savings alive. Make sure QSBS stays valid as your business grows.
- Annual compliance review
- Written confirmation report
- Quarterly cap table reviews
- Early eligibility warnings
Pricing:
$2-6k/yr
QSBS Exit Year Package
Coordinated support when it matters most. We quarterback the team around ensuring your savings are well documented in your exit year.
- Written tax memo
- Allocation of gains
- State tax implicatoin review
- Advisor coordination
Pricing:
$15-45k
Based on complexity.
What This Can Be Worth
Example:
If a company sells for $10M, investing about $28K in QSBS planning could result in approximately $1.5M in tax savings. That means you’ve over 50X’d your investment.
That’s money that stays with founders and shareholders instead of going to the government.
50x+
Return on Planning
See How This Works in the Real World
QSBS isn’t theoretical. We’ve helped founders protect real money at exit.
See how Revel supported Clover Learning through QSBS planning and what it meant for their business and shareholders.
Is This a Good Fit?
If selling your business is even remotely a possibility, it’s worth understanding Section 1202 and QSBS sooner rather than later.
You're an S-corp, partnership, or C-corp but aren't convinced that's still the best structure for you.
You're raising (or about to raise) outside capital and want the ideal structure now.
Your company's growing and your "someday" exit could be in the millions.
You appreciate having one point-of-contact for managing something this complex.
Frequently Asked Questions
No. Most founders don’t.
You don’t need to know the rules or the terminology. We explain what matters, translate it into plain English, and help you decide whether QSBS is worth pursuing for your business.
Earlier than most founders expect.
Because the number of years that you are structured appropriately to take advantage of this rule directly correlates to the amount of tax you’re allowed to exclude, it’s never “too soon” to have this conversation.
Often, yes.
QSBS is not limited to tech startups. Many creative agencies, studios, and IP-driven businesses qualify based on their structure and activities. We evaluate your specific situation rather than making assumptions.
It depends, but the savings can be significant.
In the right situation, QSBS can exclude up to $15M or more of capital gains per shareholder from federal tax. During the QSBS QuickCheck™, we show you a clear estimate of your potential savings.
Start with the QSBS QuickCheck™.
It’s the fastest way to understand whether QSBS applies to you, what it could be worth, and the steps involved if you decide to move forward.
