CLEAR YOUR WAYWilliamsMarston provides the insight to see you through

The funding structures commonly used by biotech companies can create complex tax consequences that influence investor returns, tax attributes, and future exit opportunities. This article examines key considerations related to SAFEs, convertible debt, preferred equity, QSBS, and ownership change limitations, and explains why early tax planning matters.

As IPO activity shows signs of recovery, companies must be prepared to act quickly. This article explores key market trends and outlines the essential steps organizations should take now to ensure IPO readiness when the window opens.

Finance leaders in private capital are navigating a more complex environment shaped by higher-for-longer interest rates, extended hold periods, and rising transparency expectations. Following our team’s attendance at the Informa SuperReturn CFO/COO North America Conference in Chicago, a clear message emerged: AI, data governance, and regulatory scrutiny are increasingly interconnected, with finance leaders playing a central role in aligning technology, compliance, and strategy.