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What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

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What is Qualified Small Business Stock and who qualifies? What are ways to multiply or “stack” the QSBS Exclusion? Keiretsu Tax Academy January 2023 with Ashley Velategui Ashley E. Velategui is a Director in Bernstein’s Wealth Strategies Group and is based in the firm’s Seattle office. She works closely with high-net-worth families and individuals and their professional advisors on a variety of complex investment planning issues, including pre-transaction planning, multigenerational wealth transfer, retirement planning, philanthropy, and diversification planning for holders of concentrated portfolios. Ashley joined the firm in 2007 and began working with the Wealth Strategies Group in 2011, serving as an analyst and senior analyst before becoming an Associate Director in 2014. She earned a BA, magna cum laude, in mathematics and economics from Whitman College and is a Chartered Financial Analyst charter holder.

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Eric is a Strategic and M&A advisor, specializing in laboratory informatics and all technologies related to biotech, pharmaceuticals, clinical trials, public health, and healthcare. He has a unique skill set that combines deep domain expertise with: • 25+ years of experience as an entrepreneur, operator, and board member with three verifiable exits; • Rich experience working with private equity and venture capital (buy-side and sell-side); • Along with many years of fundraising experience at seed, early stage, and growth stage levels as an advisor or board member, mainly assisting private equity firms, their portfolio companies, and other growth stage organizations who are trying to plan for an exit, raise capital, or make acquisitions.

Product Market Fit, Go to Market Strategy and Managing Risk with Eric Vest

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Eric is a Strategic and M&A advisor, specializing in laboratory informatics and all technologies related to biotech, pharmaceuticals, clinical trials, public health, and healthcare. He has a unique skill set that combines deep domain expertise with: • 25+ years of experience as an entrepreneur, operator, and board member with three verifiable exits; • Rich experience working with private equity and venture capital (buy-side and sell-side); • Along with many years of fundraising experience at seed, early stage, and growth stage levels as an advisor or board member, mainly assisting private equity firms, their portfolio companies, and other growth stage organizations who are trying to plan for an exit, raise capital, or make acquisitions.

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