Each quarter, Venture Mechanics offers a rotating series of Founder Workshops on specific topics that every startup team needs to master. These are typically 3-4 hour evening sessions given by the best of our mentors. While the workshops are intended to be taken sequentially they can be taken out of order.

​Companies in the Venture Mechanics incubator are entitled to an unlimited free buffet of these workshops during their term. The workshops are also open to startups that aren't in the incubator, at the regular tuition price. Dinner is included, and parking is always free.

​Strategies for Startup Founders to Maximize Their Wealth After Exit

​As a startup founder, navigating the complexities of taxation during and after an exit event is crucial to maximizing your wealth. This workshop provides essential knowledge and strategies tailored for large founder stockholders aiming to minimize tax liabilities and preserve capital gains. Whether you're preparing for acquisition, IPO, or another exit scenario, proactive tax planning can save millions in potential taxes.

Key Learning Objectives:

​Gain critical insights into tax planning strategies that can save millions during an exit event.

​Understand estate planning steps applicable before fundraising rounds or exit scenarios.

​Learn about legal maneuvers and structures to optimize tax efficiency and retain capital gains.

​Startup founders and executives with significant founder stock holdings.

​Entrepreneurs anticipating an exit event (acquisition, IPO, etc.) in the future.

​Advisors and investors interested in maximizing wealth preservation for startup founders.

​Don't miss this opportunity to equip yourself with essential knowledge and actionable strategies to navigate tax implications effectively. By proactively managing your tax liabilities and optimizing wealth preservation strategies, you can retain more of your hard-earned capital gains and secure your financial future post-exit. Join us and empower yourself with the tools to make informed decisions that safeguard your financial success.

Instructors:

​Michael Bockner, Senior Vice President, UBS Financial Services

​Julie Do, CPA, JD, Trust and Estates Attorney, Stokes Lawrence

​One ticket entitles you to bring up to two founders from your startup.

​Free and convenient parking is always available at Venture Mechanics. The course begins at 6pm, but feel free to arrive up to an hour early to network with the instructors and other attendees. A light dinner will be served at around 7pm.

Made free through the support of the UBS Wealth Management team.

Attend livestream of workshop and receive presentation slides after. 

Founder Workshop: Wealth Management for Startup Founders