Technology Life Cycle
The chart below reflects our experience working with companies at every point in their Life Cycle. Just click on a bubble to see the specific services we offer:
Early Stage /
Start-Up
trigger
Start-Up
- Entity structuring
- Accounting system set-up
- Record keeping and accounting support services
- CFO support services
- Business and income tax compliance services
- Founder’s income, estate, and gift tax planning and compliance
- 409A Valuation (stock option grants) and Funding Consulting (Peer Group and Private Placement Research)
Growth Stage
trigger
- Assurance services
- CFO support services including accounting consulting (e.g. revenue recognition, share-based compensation) and operational consulting (cash flow, overhead efficiency analysis)
- International, state and local tax consulting
- Tax provision calculation and support services
- 409A valuations and pre-funding valuation analysis
- Business and income tax compliance services
Mature
trigger
- Assurance Services
- Internal control review and documentation
- Tax Director support services
- Tax department outsourcing
- Tax provision calculation and support services
- International, state and local tax consulting services
- Accounting and Tax M&A planning including due diligence assistance
- Planning Valuations
Transition
trigger
- M&A accounting and tax due diligence
- Accounting and tax consultation including purchase accounting and purchase price allocation considerations
- Business valuation services including pre-sale value analysis and post-sale purchase price allocation
- Pre-public offering accounting preparation services
- Transactional tax planning and structuring
- International, state and local tax planning and structuring
- Income, estate and gift tax planning for founders and key executives
Public
trigger
- Accounting support including consultation on complex technical issues
- Tax provision calculations and support
- Tax Director outsourcing
- Tax Department outsourcing
- International, state and local tax planning