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Selling Your Business
Selling Your Business
Jamie Waldren

Life After The Liquidity Event: Why Millennial Tech Founders Are Turning To Virtual Family Offices

You built a business at the intersection of innovation and disruption—whether in cybersecurity, cloud infrastructure, SaaS, or IT services. Now, as you prepare for a liquidity event or acquisition, you’re not just planning a business exit. You’re planning the next phase of your life. At JN Private Wealth Management, we work with Millennial tech entrepreneurs who are preparing to sell their businesses and want to turn that success into long-term, purpose-driven wealth. Our Virtual Family Office (VFO) model gives you access to a curated team of specialists—tax, legal, estate, and investment—working in sync to help you manage complexity, optimize outcomes, and preserve

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Taxes
Taxes
Jamie Waldren

Major Win For Founders & Investors: QSBS Gets A Powerful Upgrade

If you’re a tech entrepreneur, investor, or early-stage founder, this could be one of the most tax-advantaged moments in recent history to build—and sell—a small business. The Senate just passed changes to Qualified Small Business Stock (QSBS) that dramatically expand its benefits: Asset threshold raised from $50M → $75M Capital gains exclusion cap increased from $10M → $15M New tiered tax exemption allows partial exclusion before the 5-year mark And get this: under the new rules, an investor could exempt up to $749 million from capital gains taxes if they invested $74.9M and the company 10X’d, according to Evercore’s Justin Miller.

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VFO and Wealth Management

VFO and Wealth Management
Jamie Waldren

Aligning Business Exit Strategies with Personal Financial Goals For Gen X Business Owners

For many Gen X business owners in cybersecurity and IT, the idea of exiting your business may feel both exciting and overwhelming. After years—sometimes decades—of building your company, planning your next chapter requires more than just a sales agreement. It calls for a thoughtful strategy that connects your business transition with your personal financial future. At JN Private Wealth Management, we specialize in helping founders and business owners in their 40s and 50s align their business exit with long-term goals like retirement, wealth preservation, and tax efficiency—through our Virtual Family Office (VFO) model. Why Planning Ahead Matters Whether you’re planning to

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Market Updates

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