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Tag: investors

Potential 15% Increase in NJ Angel Investor Tax Credit Program

By Bill Beiermeister, CPA and Ryan Silva, CPA, CFE, CVA In January 2013, Governor Chris Christie signed legislation creating an angel investor tax credit program to spur job creation and growth in New Jersey’s current and next generation of high-skill, high-wage emerging technology industries. Under the current program New Jersey offers a 10% investor tax credit for an individual that invests in a New Jersey emerging technology company up to a maximum of $500,000 for the tax...

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3 Reasons Why It’s Important to Understand Your Cap Table

By Ryan S. Silva Very often some of the most promising early stage growth companies find themselves challenged when asked about their cap table. Simply put, the cap table should list all the securities of the company (i.e., stock options, warrants, convertible debt, SAFE, etc.) and who owns them. This isn’t difficult when it’s just a few people, but as the capital structure becomes more complex from financing transactions, the cap table usually does as well. This is generally because...

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How the Permanent QSBS Capital Gains Exclusion Benefits Investors

By Kevin Kerrigan The relatively unknown Qualified Small Business Stock (QSBS) capital gains exclusion was permanently extended in December 2015, giving many investors and entrepreneurs much reason to celebrate. While the QSBS tax break has been around since early 2009, the 2015 permanent extension incentivizes small business investors to look more closely at the QSBS. Here are some of the advantages, conditions and drawbacks of QSBS. Overview of the QSBS The QSBS tax incentive was...

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Welcome to Silicon Alley

Tech start-ups meet funding in the Big Apple By Ryan S. Silva, CPA, CFE, CVA  Start-up technology entrepreneurs and investors need to take a close look at New York City’s Silicon Alley, if they haven’t already. There’s a reason the name is so similar to Silicon Valley on the opposite coast. Both are geographic centers of tech innovation, but in addition to the young brainpower in early-stage technology development, this tech hub is as much about access to the nearby capital markets. It’s...

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Maintaining Control

How to retain ownership and control while bringing on investors By Arnold Macalintal  Your food or beverage business is going well, but you’re thinking it may need a cash infusion. Taking on investors can ease your financial burden, but at what cost? You’re the one with the dream, the plan and the sweat equity invested in the business, so why should you cede control to outsiders? Here are some tips for getting the cash you need without losing the ability to run your business your...

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