We'll help you multiply your QSBS exemption to protect $20m

Valur’s tax strategy software and services handle the details so you can focus on building your wealth

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Know your options

We  can help if you

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Have startup shares

Use QSBS strategies to shield up to $20M+ in tax-free gains.
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Own a small business

Structure your shares for QSBS eligibility and maximize exemptions.
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Expect $10M+ gains

Multiply your QSBS cap across trusts or family to protect more wealth.
Our approach

We help you pick a strategy

You focus on what you do best. We handle everything else, from strategy identification to quantitative modeling, legal setup, and ongoing management.

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Learn

Understand the
choices

Use our guided planning engine to explore and understand the strategies that apply to your circumstances.

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EVALUATE

Evaluate the potential returns

Our state-of-the-art calculators answer the question on everyone's mind: Will these strategies save me money, and how much?

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profit

Execute your chosen strategy

Once you've evaluated the available strategies, there's only one thing left to do: Get started. Our team, aided by proprietary drafting technology, will get you set up within 24 hours, and at no cost.

Planning possibilities for qualified small business stock

These are the strategies that can help you reduce your taxes and keep more

A picture of a computer screen with the word non grator on it.A picture of a computer screen with the word non grator on it.

Non-grantor Trust

If you’re a startup founder or early employee or business owner whose company is on track for a big exit and you’re concerned that you’re going to pay too much in taxes—especially if you live in a high-tax state like California, QSBS stacking with Non-Grantor Trusts might help you multiply your Qualified Small Business Stock (QSBS) exemptions, potentially saving millions in state and federal taxes.

Create trusts to multiply QSBS tax exemptions and save on state taxes—especially valuable in high-tax states like California.

A picture of a computer screen with the word crt on it.A picture of a computer screen with the word crt on it.

Charitable Remainder Trust

A CRUT is a tax-exempt structure that is well suited for individuals with high appreciated assets they have not yet sold. It allows you to defer the taxes you would otherwise pay when selling an asset, reinvest and grow those assets pre-tax inside a trust until you pull out money from the trust. At the end of the trust term, a portion is donated to a charitable organization.

Use a CRUT to defer QSBS gains, reinvest pre-tax, and later donate part to charity—enhancing both impact and tax efficiency.

Reduce your tax bill — fast

Our team of experts will help you evaluate the most promising strategies in minutes.

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