Tax

Design deals and equity for better after-tax outcomes.

Every significant corporate decision has a tax angle. Formation choices, equity compensation, financings, and exits all shape what founders, employees, and investors actually receive. Altum helps you understand those implications early and structure transactions and equity in tax-efficient, compliant ways so you keep more of what you create and avoid avoidable friction.

Startup teams often focus on headline terms and punt on tax implications. That can lead to inefficient deal structures, unwelcome tax bills for founders and employees, equity plans that don’t meet tax requirements, and last-minute rework during diligence.

Altum provides tailored tax counseling around business transactions and equity compensation. We help you compare structures and terms with a clear view of their tax impacts and work with specialist tax advisors where needed so you can choose paths that make sense on an after-tax basis.

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“Altum helped us understand the tax impact of our equity plan and financing before we locked anything in. Working together with our tax advisors, we ended up with a structure that was cleaner for employees and more efficient for the company.”

What We Do:

  • Tax counseling on entity selection, capitalization, and founder equity decisions, including how those choices affect future financings and exits.
  • Guidance on tax-sensitive formation and equity topics such as 83(b) elections, potential QSBS treatment, and 409A considerations, with coordination on filings and eligibility through your tax advisors.
  • Advice on the tax implications of equity compensation structures and plan design so your packages are both competitive and more likely to comply with applicable tax and securities rules.
  • Input on the tax dimensions of financings, secondary transactions, and M&A structures, including how alternative deal terms can change after-tax outcomes for founders, employees, and investors.
  • Collaboration with specialist tax counsel and accounting advisors when deeper jurisdiction-specific or technical analysis is required, so your legal, tax, and financial advisors are working from a coherent strategy.

Benefits:

  • You design corporate deals and equity arrangements with tax-efficient structuring and compliance in mind from the start.
  • You reduce the risk of unpleasant tax surprises for founders, employees, and investors at liquidity events.
  • Your equity compensation plans are more attractive to talent and better aligned with applicable tax rules and market expectations.
  • You’re better positioned to negotiate financings and exits that preserve value on an after-tax basis instead of leaving money on the table.