Unclaimed or seed profiles
Some directory content may be static MVP seed content used to test layout, categories, and information architecture. Users should treat it as informational only.
Advisor disclaimer
Directory listings are informational, not recommendations.
QSBS.ai may display advisor profiles, directory categories, and professional contact paths to help founders prepare for a qualified professional conversation. Users must independently evaluate any professional before sharing records, signing an engagement, or relying on advice.
Last updated: July 9, 2026
Plain-English summary
Use advisor pages as research prompts, not as selection advice.
The directory exists to help founders understand the types of professionals who may be relevant to a QSBS review. It does not decide who should be hired, which professional is best, or whether any professional is suitable for a particular company or transaction.
Core rule
The user chooses and evaluates the professional.
QSBS.ai can organize questions and preparation materials. It cannot replace independent diligence, written engagement terms, professional judgment, or direct review of source documents.
Directory scope
What advisor directory content may include.
Advisor directory content is designed to clarify professional categories and conversation topics before the user contacts a qualified professional directly.
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Static advisor and professional category pages that explain possible professional types a founder may consider.
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Profile fields that may include service model, location, focus areas, founder-fit notes, fee notes, and diligence questions.
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Educational prompts that help founders prepare better questions before speaking with a CPA, tax attorney, startup attorney, equity records specialist, or transaction advisor.
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Links or contact paths that may point users toward third-party professionals or resources outside QSBS.ai.
QSBS.ai does not screen, supervise, employ, control, or manage independent professionals listed or referenced on the site.
QSBS.ai does not confirm a professional’s license status, credential status, insurance coverage, conflicts, availability, fees, or engagement terms.
QSBS.ai does not provide professional referrals, legal matchmaking, tax representation, attorney selection, investment recommendations, or fiduciary services.
QSBS.ai does not become responsible for any advice, documents, analysis, communications, invoices, omissions, or services provided by a third party.
What QSBS.ai does not do
The directory is not a professional supervision layer.
QSBS.ai does not control third-party professionals or become responsible for their advice, communications, documents, fees, delays, conflicts, or engagement terms.
Listing status
Different listing types still require user diligence.
Directory status, profile visibility, or future monetized placement should not be treated as a promise of suitability, availability, quality, or professional outcome.
Claimed or updated profiles
If profile claiming is introduced later, claimed information should still be independently checked by users before any engagement decision.
Paid, sponsored, or featured placements
If monetized placements are introduced later, placement status will not mean QSBS.ai recommends the professional or that the professional is the right fit for a user.
What users should check before engaging a professional.
Confirm the professional’s license, credentials, firm affiliation, jurisdiction, disciplinary history, and insurance where relevant.
Ask whether the professional handles federal QSBS questions, state-level questions, legal records, reporting, planning, transaction review, or document cleanup.
Clarify fees, retainer terms, written deliverables, turnaround time, conflicts, confidentiality terms, and who will actually perform the work.
Share sensitive documents only after reviewing the professional’s engagement terms and communication process.
What advisors and professionals remain responsible for.
Professionals are responsible for the accuracy of any information they submit or later ask QSBS.ai to display.
Professionals must not imply that QSBS.ai endorses their services, supervises their work, or validates client outcomes.
Professionals must maintain their own licensing, compliance, insurance, engagement terms, conflicts checks, confidentiality obligations, and advertising rules.
Professionals should clearly explain the scope of any engagement directly to the founder before requesting documents or giving advice.
Formal advisor disclaimer
Additional terms for advisor listings and third-party professionals.
These sections explain the directory boundary in more formal terms. They should be read together with the general Disclaimer, Terms of Use, and Privacy Policy.
1. Directory role
QSBS.ai provides preparation and informational directory content.
The QSBS.ai advisor directory is designed to help founders understand which professional categories may be relevant to a QSBS conversation. It is not a referral service, professional firm, law firm, accounting firm, investment adviser, broker, marketplace operator, or fiduciary.
Directory content may help users organize questions and identify professional types to research, but users remain responsible for choosing, contacting, evaluating, and engaging any professional directly.
2. No endorsement
Listings are not recommendations.
A listing, category page, profile, badge, placement, link, mention, or contact path should not be interpreted as a recommendation, endorsement, rating, ranking, or assurance of professional suitability.
QSBS.ai may display profiles or resources in different ways for product, directory, educational, sponsorship, or monetization reasons. Display order and visibility should not be treated as professional merit or fit.
3. No professional relationship
Using QSBS.ai does not create an advisor relationship.
Using QSBS.ai, reading directory content, viewing an advisor profile, contacting a professional, or generating a discussion brief does not create a professional relationship with QSBS.ai.
Any professional relationship must be formed directly between the user and the professional under separate engagement terms. QSBS.ai is not a party to those terms unless expressly stated in writing.
4. User diligence
Users must evaluate professionals independently.
Users should independently review credentials, licenses, jurisdiction, experience, fees, conflicts, communications, confidentiality terms, and engagement scope before sharing documents or relying on professional work.
QSBS matters are fact-dependent and may require review of company records, shareholder records, purchase documents, transfer history, transaction documents, business activity, holding period details, and federal or state-level questions.
5. Professional responsibility
Professionals remain responsible for their own work.
Professionals listed, referenced, or contacted through directory content remain solely responsible for their own services, analysis, advice, communications, compliance obligations, advertising rules, fees, documents, and client relationships.
QSBS.ai does not control third-party professional work and is not responsible for third-party errors, omissions, advice, billing, conflicts, delays, communications, documents, or outcomes.
6. Preparation boundary
QSBS.ai is not a substitute for professional review.
Preparation only. Not tax or legal advice. QSBS.ai does not provide tax, legal, accounting, investment, or financial advice and does not determine QSBS eligibility.
Use directory information and any discussion brief as preparation materials for review with a qualified professional, not as a conclusion, opinion, filing position, transaction instruction, or recommendation.
Final reminder
Use directory content to prepare better questions.
Preparation only. Not tax or legal advice. QSBS.ai does not provide tax, legal, accounting, investment, or financial advice and does not determine QSBS eligibility. Use the directory and discussion brief for review with a qualified professional.
Next step
Review the professional independently before sharing sensitive records.
A QSBS.ai profile can help organize the first conversation. The engagement decision, document sharing, and reliance decision remain between the user and the qualified professional.