Nancy Dollar Speaking at Morgan Stanley Wealth Management Panel

This session will dive into how Qualified Small Business Stock (QSBS) can be a powerful tool for founders and investors looking to preserve more of their exit value. The panel will unpack how QSBS can dramatically reduce — or even eliminate — federal capital gains taxes on the sale of a business, while clarifying eligibility requirements and critical timing considerations that often make or break the benefit. Attendees will gain insight into advanced planning strategies, including gifting, stacking, and packing, and learn why QSBS-eligible companies are increasingly attractive to both strategic and financial buyers. The discussion will also break down common transaction structures, explain how QSBS fits into real-world M&A deal terms, and highlight new opportunities created by recent tax law changes — giving you practical takeaways to apply well before a transaction is on the table.

Nancy Dollar: “Planning the Excellent Exit”