The Dossier · Founders & Liquidity Events

The Founder's Exit Dossier, read here — no download required.

You just sold a company, took it public, or watched it get acquired. Whether you're in California, New York, Ontario or British Columbia, some of that gain already went to the government — and you're now deciding where the rest goes to work. Here's what the numbers actually say about Panama as one option, next to Miami and Austin, with no rounding in your favor.

~38%
combined long-term capital gains exposure for California's
top earners — before you even choose where to reinvest
The 30-Second Summary
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The Tax Context You're Leaving

What a liquidity event actually costs, by jurisdiction.

Before comparing where to deploy capital, it's worth being precise about what a founder or executive typically keeps after a sale, IPO, or acquisition closes in these four markets.

JurisdictionCombined Long-Term Capital Gains ExposureWhat's Stacked In
California~37–38% for top earners20% federal + 3.8% NIIT + 13.3% state top bracket, plus a 1% mental health surcharge on income over $1M
New York (State + NYC)Up to 10.90% state, taxed as ordinary income; combined exposure can exceed 38%State rate plus New York City's local income tax on top of federal capital gains
OntarioAmong the highest marginal rates in Canada on realized gainsFederal + provincial marginal rate on the taxable half of capital gains
British ColumbiaAmong the highest marginal rates in Canada on realized gainsFederal + provincial marginal rate on the taxable half of capital gains

Sources: SmartAsset, Kiplinger, TheEntrustGroup, and 2026 capital-gains-by-state summaries. Figures are general reference points for top-bracket earners, not a calculation of your specific liability — every founder's situation depends on entity structure, holding period, QSBS eligibility, and state of residence at the time of sale. Verify your number with your own CPA before making any decision based on it.

What That Capital Buys

The same dollar, four cities, very different square footage.

Once a chunk of the sale is gone to taxes, the question becomes what the rest actually buys. Here's price per square foot across the markets founders usually compare first.

MarketPrice per ft²Notes
Miami — luxury condo$1,040/ft² (Q1 2026)Currently a buyer's market
Miami — broader market$400–$700/ft²Outside the luxury condo tier
Austin$322/ft² (August 2026)Single-family and condo blend
Panama City — citywide average≈$181/ft² (~$1,950/m²)Existing stock, all districts
Panama City — new pre-construction≈$2,760/m²Developer-direct, new build
Punta Pacífica / Punta Paitilla$2,900–$3,700/m²Panama's highest-end oceanfront submarkets

Sources: CondoBlackBook (2026), Austin Real Estate Homes Blog (2026), GlobalPropertyGuide (2026), Panama Equity (2026).

What It Yields

Rental math, not just price math.

Price per square foot only tells half the story. Here's how the same capital tends to perform as a rental asset in each market.

7.57%Panama City, average gross yield (range 6.2%–9.2%)
8.5–8.9%El Cangrejo, gross (~6.7% net)
~9.2%Condado del Rey, gross
5–7%Miami Brickell, gross
3.5–4.5%Miami downtown, typical cap rate

Sources: GlobalPropertyGuide, TheLatinvestor, Gabriel Moyers, and Miami Real Group (all 2026). Gross yield figures exclude vacancy, management fees, and maintenance — ask for net numbers before comparing across markets.

The Residency Angle

The Qualified Investor Visa, and the split that decides your math.

Executive Decree No. 17 was signed September 8, 2026 and published in Official Gazette No. 30613 on September 16, 2026 — the date it actually took effect, not October 15 as some earlier sales material and press coverage assumed before the decree landed. The Qualified Investor Visa's real-estate route no longer has a single threshold; the number now depends on what you buy.

$300kNew, first-sale property bought directly from a developer
$500kResale property — the threshold doubled under Decree 17
$500kAlternate route: Panamanian securities, now with a 5-year hold
$750kAlternate route: private-bank fixed deposit — $500k at Banco Nacional/Caja de Ahorros

Whichever route qualifies, approval brings immediate permanent residency — there is no temporary phase to sit through first. Every route now carries a minimum 5-year hold on the investment, and deals or contracts perfected before September 16 have a 6-month window to file under the previous rules. What isn't immediate is the paperwork: real processing time typically runs 30–90 days from filing, depending on how complete your documentation is when you submit it. We won't promise a flat 30 days — that's not what actually happens, and setting that expectation would set you up to be frustrated with a process that is, in the vast majority of cases, still fast by any normal immigration standard.

This is not legal or immigration advice. Route eligibility and processing time depend on nationality, source of funds, and current regulation — verify your specific situation with licensed immigration counsel before filing. Proper Consulting coordinates route selection and filing.

The Part We Won't Round Off

Radical honesty: buying in Panama does not touch your US tax bill.

Panama runs a territorial tax system — it does not tax income earned outside Panama. That's a real, legitimate feature of investing here. What it is not: a way to reduce, defer, or retroactively undo the capital gains tax already triggered by the sale of your US company. A US citizen or tax resident owes US tax on worldwide income regardless of where they buy property, and that obligation is governed entirely by US citizenship and residency rules — not by anything you do with real estate in Panama. If part of your thinking involves your US tax exposure, that conversation belongs with your own CPA or tax attorney before you commit capital anywhere, and we'd rather you have it now than after closing.
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Common questions

Who is the Founders Dossier written for?

Founders and executives after a liquidity event — covering what a California, New York, Ontario or BC capital gains bill actually costs, and what that after-tax capital buys in Panama versus Miami and Austin.

Does the dossier cover the Investor Visa route?

Yes — it explains the Investor Visa's real-estate route honestly, alongside real yield comparisons, rather than presenting only the upside.

Is the capital gains comparison specific to certain states or provinces?

Yes — California, New York, Ontario and British Columbia are the specific jurisdictions modeled in this dossier.