"I found out about QSBS after I sold. Too late."

How Much Would You Save with QSBS Planning?

Enter your expected exit value and see what you'd keep with Qualified Small Business Stock planning versus selling without it. Then see what family stacking does to the number.

Your Exit Scenario

Expected Exit Value $10,000,000

What you expect to sell the business for

Your Cost Basis $100,000

What you originally invested to start or acquire the business

Holding Period 5+ years

How long you've held the QSBS stock (affects exclusion percentage)

Number of Shareholders to Stack 1

You + spouse + children + trusts (each gets their own $15M exclusion)

Without QSBS vs. With QSBS Planning

Without QSBS

Exit value

Taxable gain

Federal tax (23.8%)

Est. state tax (~5%)

Total tax

You keep

With QSBS (Section 1202)

Exit value

QSBS exclusion

Exclusion % (based on hold)

Taxable after exclusion

Total tax

You keep

Tax You Save with QSBS Planning

Family Stacking Breakdown

Structure now. Not after the exit.

QSBS planning must happen before you sell.

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Change exit value, basis, holding period, and shareholders above.

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Read the QSBS Playbook

Full guide: qualification checklist, OBBBA changes, family stacking, Opportunity Zones.

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An entrepreneur excluded $10M+ in capital gains at exit through QSBS planning. A Google VP saves $850,000/year using just 2 levers. Imagine what all 7 could do. Your transformation starts with one call.

This calculator provides estimates for educational purposes only. QSBS exclusion under Section 1202 requires C-Corporation status, qualified trade or business, gross assets under $75M at issuance, and stock acquired at original issuance. The $15M exclusion applies to stock issued after July 4, 2025 (OBBBA, PL 119-21). Pre-OBBBA stock retains the $10M cap. Tiered exclusion: 50% at 3 years, 75% at 4 years, 100% at 5+ years. State tax treatment varies. Some professional services businesses may not qualify. Consult a qualified tax professional.