Technology & Life Science

Our deep experience and involvement with technology and life science companies give us the unique insight to help rapidly scaling or mature companies. We collaborate with you to help identify and design high-quality, innovative financial solutions to help fuel growth and lead toward a meaningful liquidity event. Our clients include software developers, SaaS providers, and medical device, life science and advanced manufacturing companies with local, national and international operations. We also work closely with venture capital and private equity firms, as well as their portfolio companies focused in these areas. 


We offer many compliance and consulting services critical to technology and life science companies, including: 

  • Financial statement audits, reviews, compilations and other attest services
  • Tax compliance and planning, including credits and incentives
  • Revenue recognition consulting
  • Entity formation and selection
  • Capital formation assistance
  • Complex debt and equity instrument accounting and financial reporting issues
  • Valuation advisory
  • Stock-based compensation consulting and valuation advisory
  • Exit strategies, including merger and acquisition assistance
  • Financial reporting process development and internal control evaluation and optimization
  • Intellectual property accounting and valuation consulting
  • Net operating loss maximization
  • IPO readiness assessments