Conejo Services CEO on QSBS structuring for a future liquidity event

Brandon Dickey, CEO of 47-year-old, ~$50M-revenue California home-service company Conejo Services, describes adopting a QSBS (qualified small business stock) structure to optimize federal taxes in a potential liquidity event, noting PE-style organizations typically use such structures.

“is called a QSBS, which is a qualified small business stock, which is a way you structure your business that helps if you ever have a liquidity events, it helps on the federal tax side.”

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