Emerging Business & New Ventures
Founders deserve more than a bookkeeper. GEMRT provides the financial foundation and strategy early-stage companies need to grow without rework later.
Overview
Most founders use the wrong financial setup for the first two years — then have to redo it before the first real audit, funding round, or sale. GEMRT helps early-stage businesses start clean: right entity, right capitalization, right chart of accounts, right tax elections.
As the business grows, we scale with it — from fractional controllership to strategic advisory around forecasting, metrics, and capital structure.
What we deliver
- Entity selection and formation (LLC, S-corp, C-corp, partnership)
- Founder compensation and equity planning (83(b) elections, QSBS)
- Chart of accounts and accounting system setup
- Financial modeling, forecasts, and scenario planning
- Investor-ready financial reporting and data rooms
- Fractional controller and outsourced CFO services
- R&D tax credit studies
- Capitalization table support and option plan accounting
- Due diligence preparation for funding rounds and exits
Who it's for
- Founders launching new ventures who need the structure right from day one
- Early-stage companies raising seed, Series A, or Series B capital
- Growth-stage businesses that have outgrown their bookkeeper
- Entrepreneurs planning an eventual sale or acquisition
How we work
Every GEMRT engagement follows a consistent pattern: a scoping conversation with a partner, a written engagement letter with clear deliverables and fees, and partner-level involvement throughout. You will not be handed off to rotating junior staff once the engagement letter is signed.
For ongoing work, we recommend quarterly touchpoints so planning opportunities are caught early and surprises are avoided. For project work, we scope tightly, execute, and move on.
Frequently asked questions
Should I form an LLC or a C-corporation?
It depends on how you plan to raise capital, where profits will flow, and what your exit looks like. C-corps are typically required for venture capital and QSBS treatment. LLCs offer flexibility and pass-through taxation. GEMRT walks through the trade-offs before formation — not after.
What is an 83(b) election and when should I file it?
An 83(b) election lets founders recognize income on restricted stock at grant rather than vesting, often with little or no current tax. The filing deadline is 30 days from grant — missing it can cost founders significantly over time.
Can GEMRT act as our fractional CFO?
Yes. For clients without a full-time finance leader, GEMRT provides fractional controller and CFO services — financial close, board reporting, forecasting, and capital strategy — at a cost that fits early-stage budgets.