Startup Business Planning
At Citrine Capital, we support entrepreneurs in turning bold ideas into successful businesses.
Whether you're just getting started or preparing for a major fundraise, we provide clear, strategic advice tailored to your goals - so you can grow with confidence and stay focused on what matters most: building the future.
Launching a Startup? We Can Help.
Early-stage companies face high-stakes decisions - having the right startup consultant can make all the difference.
We help founders make smart, early choices that build lasting momentum.
Define Your Purpose
Align your early decisions with your long-term goals - whether you're planning for a future exit or building for the long haul.
Entity Formation
Choose the right legal structure with confidence (LLC, C-corp, S-corp). We provide clear insight into tax, fundraising, and liability implications.
QSBS & 83(b) Strategy
Maximize your equity’s long-term value. We’ll help you evaluate QSBS eligibility and make timely 83(b) elections to unlock significant tax savings.
Planning for Limited Cash Flow
Prepare for leaner stages with smart planning. We’ll help you budget proactively, evaluate liquidity, and reduce tax burdens - so your company stays healthy while revenue grows.
Benefits, Insurance & Tax Optimization
Build a strong foundation for your team by implementing cost-effective benefits, payroll, and liability coverage with an eye toward tax efficiency.
Executive Advisory
Navigate the founder journey with clarity and confidence. We’ll guide you through the emotional, strategic, and financial decisions that come with building a company from the ground up.
Startup Consulting for Bay Area Innovators
Behind every growing business is a founder with personal goals. We act as a financial partner who supports both sides - providing startup business planning to help you scale your company while building long-term financial stability.
Wealth Management
We design investment strategies that reflect your evolving goals - helping you grow and preserve both business and personal wealth.
Learn MoreFinancial Planning
From startup finances to personal milestones, we help you build a cohesive plan that supports your life, family, and long-term goals.
Learn MoreAsset Protection & Risk Management
We assess your total financial picture - including estate plans, insurance, and business risks - to protect what matters most for you and your heirs.
Learn MoreWho We Work With
At Citrine Capital, we proudly serve the ambitious startup founders, executives, and business leaders who make the Bay Area a nexus of innovation.
We understand the unique challenges of launching and scaling a business here - from the cost of living and complex tax rules to the financial demands of growth. That specialized knowledge enables us to offer guidance that’s not only strategic but also grounded in real-world experience.
Discover the Citrine Capital Advantage
We’ve built our reputation on personalized financial strategies, transparent guidance, and deep knowledge of the opportunities and obstacles entrepreneurs and innovators like you encounter.
Transparent, Straightforward Financial Advice
Our guidance is always aligned with your best interests - no commissions, no hidden incentives.
Integrated Strategies for Founders and Business Leaders
We connect the dots between equity, compensation, business growth, and personal finances to deliver complete, strategic advice.
Financial Services for Every Stage of Life
TFrom your first raise to post-exit planning, our services grow with you - helping you manage success, protect your assets, and plan confidently for the future you dream of.
Get Started with Citrine Capital
Ready to connect with a startup advisor?
Start by filling out a short form to help us determine whether we’re the right fit for you. We’ll be in touch to schedule a meeting, where we’ll discuss your startup business planning needs, answer your questions, and start building a roadmap for your success.