Peyton Carr

Peyton Carr Contributor Share on Twitter Peyton Carr is a financial advisor to founders, entrepreneurs and their families, helping them with planning and investing. He is a managing director of Keystone Global Partners. More posts by this contributor Advanced tax strategies for startup founders What you need to know before selling your company’s stock

Peyton Carr is a financial advisor to founders, entrepreneurs and their families, helping them with planning and investing. He is a managing director of Keystone Global Partners.

The Latest from Peyton Carr

Advanced tax strategies for startup founders

Here are some advanced equity planning strategies that you can implement at different stages of your company life cycle to reduce tax and optimize wealth for you and your family.

What you need to know before selling your company’s stock

Deciding whether or not to sell your company stock (or when to sell it) is not a decision to enter into lightly.

Is your net worth too closely tied to your company’s success?

A look at the dangers of concentration, the benefits of diversification and how to take control.

How to approach your IPO stock

Part one of a three-part series that offers a framework for objectively considering post-IPO or concentrated stock holdings.

How to build or invest in a startup without paying capital gains tax

You may be able to exclude up to 100% of your federal capital gains taxes from selling the stake in a venture-backed tech startup.

Make a personal plan for your exit or IPO

I see plenty of founders having liquidity events only to find themselves making hurried decisions with their newfound wealth, ultimately feeling frustrated when they realize they’ve paid a painful p