Listen "QSBS Tripwires and Opportunities for Venture Funds, with Jonathan Fish"
Episode Synopsis
In this episode of QSBS Solved, Brady is joined by Jonathan Fish, CEO of Cap Gains Inc. and founder of QSBSEXPERT.com. Jonathan shares how his experience as a CPA working with private equity and venture funds led him to build one of the most trusted resources on Qualified Small Business Stock. He explains the gaps he saw in both education and advisory support, and how those gaps shaped his decision to launch tools and services that help shareholders, founders, and funds make the most of QSBS.The conversation covers common pitfalls that put eligibility at risk, from structuring mistakes and equity issuance problems to challenges around data collection at exit. Jonathan outlines how Cap Gains works with venture funds and their partners to anticipate tripwires, prepare documentation, and identify opportunities such as rollovers and exit planning strategies. Contact: [email protected] | www.QSBSrollover.com