Entrepreneurs & Founders

Entrepreneurs & Founders

Entrepreneurs and founders choose Andersen because of our unique position in the market. 

We have the ability and sophistication to handle both your personal tax and wealth planning needs as well as the tax advisory needs of your business now and as it grows. These goals work hand in hand—and so do we. 

The expertise of our private client services team adds significant value to you, the entrepreneur, while our commercial services team provides unmatched quality advice and planning to your business entity. 

Our integrated approach has helped businesses entrepreneurs, founders, and their businesses have success through a variety of matters including: 

• Qualified Small Business Stock documentation, due diligence, and planning.
• IPO preparation including developing outsource the accounting and tax functions for a newly formed family office.
• Late round funding preparation including 409A valuation and ongoing tax compliance for founders and the company.
• Transaction advisory through mergers, acquisitions, and spin-offs.