SVB Private Perspectives

Why the timing of an LLC to C-corp conversion may offer significant tax savings


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Structuring your business as a C-corp is an essential step for QSBS eligibility.


Hear how the structure of your company may substantially impact your taxes during an upcoming liquidity event.

- LLCs and S corporation business structures offer benefits but may cause you to miss substantial tax savings under the Qualified Small Business Stock exclusion.

- Structuring your company as a C corporation is a requirement to qualify for the QSBS exclusion.
- The potential tax savings via the QSBS exclusion is the greater of $10 million or 10 times your cost basis, whichever is higher.  

Ann Lucchesi, Managing Director, SVB Access

Danielle Greene, Managing Director, Fiduciary Advisor 

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SVB Private PerspectivesBy SVB Private

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