STOA's verdictRating 5.1 out of 10
Dynasty is built for startup founders — not typical small businesses — who hold equity in early-stage companies and want to protect exit gains from capital gains taxes.
If you qualify for QSBS (Qualified Small Business Stock) treatment, the $1,500/year price is a real bargain compared to what attorneys charge. But this tool has zero value if your business doesn't issue QSBS-eligible stock, and it launched in mid-2025, so you're betting on a very new service for a high-stakes financial decision.
Five factors, weighted · rubric v1How we rate
- SMB Fit 30%3.0 out of 10
It serves founders protecting exit gains with trusts, and the QSBS Trust Package starts at $1,500 a year.
