ACCESS FUNDING
Evaluate the implications and opportunities of various corporate, capital, and tax structures.
Initial Funding
Effectively plan to scale your business and begin to formulate a business platform that can be leveraged for future growth.
First Venture Round
Take advantage of market opportunities and increase your value proposition while mitigating risk and dilution.
Build Shareholder Value
Take a disciplined strategy to help bring your products to market more efficiently and effectively.
Commercialization
Focus on expansion domestically and globally.
Globalization & Growth
Drive Value
and Growth
Navigate the heavily regulated opportunity of accessing public markets and preparing to be a public company.
Capital Markets & IPOs
Prepare for a Transaction
Augment organic growth with acquisitions while mitigating transaction risk.
M&A: Buy-Side
Prepare for an exit by proactively addressing business risk to drive value and transaction speed.
M&A: Sell-Side
Initial Funding
Tax Compliance
Financial Statement Audits
409A Valuations
R&D Credits
Outsourced Accounting
Executive Tax Services
First Venture Round
Tax Compliance
Financial Statement Audits
Outsourced Accounting
409A Valuations
Stock Options
Executive Tax Services
Tax Structuring
Accounting for Income Taxes (ASC 70)
SOC 1, 2, 3 Audits
Process & Controls Internal Audit
Software Assessment & Planning
State & Local Tax Services
International Tax Services
Build Shareholder Value
Financial Statement Audits
Employee Benefit Plan Audits
SOC 1,2,3 Audits
Mergers & Acquisitions
State & Local Tax Services
International Tax Services
Net Operating Loss Limitations
Software Assessment & Planning
Commercialization
Transfer Pricing
R&D Credits
Tax Incentives
International Tax
Cybersecurity
Process & Controls Internal Audit
Software Assessment & Planning
Global Mobility
Globalization & Growth
Technical Accounting
Financial Statement Audits
Accounting for Income Taxes
SOX 404 Services
Stock Option Tax
Executive Tax Services
Capital Markets & IPOs
Tax Structuring
Accounting for Income Taxes (ASC 740)
Financial Statement Audits
Valuations
Net Operating Loss Limitations
Due Diligence & Quality of Earnings
M&A: Buy-Side
Tax Compliance
Valuations
Investment Banking
Financial Statement Audits
Net Operating Loss Limitations
Transactions Consulting
Executive Tax Services
M&A: Sell-Side
Prepare for an exit by proactively addressing business risk to drive value and transaction speed.
M&A: Sell-Side
Augment organic growth with acquisitions while mitigating transaction risk.
M&A: Buy-Side
Navigate the heavily regulated opportunity of accessing public markets and preparing to be a public company.
Capital Markets & IPOs
Effectively plan to scale your business and begin to formulate a business platform that can be leveraged for future growth.
First Venture Round
Evaluate the implications and opportunities of various corporate, capital, and tax structures.
Initial Funding
Focus on expansion domestically and globally.
Globalization & Growth
Take a disciplined strategy to help bring your products to market more efficiently and effectively.
Commercialization
Take advantage of market opportunities and increase your value proposition while mitigating risk and dilution.
Build Shareholder Value
Evaluate the implications and opportunities of various corporate, capital, and tax structures.
Initial Funding
Effectively plan to scale your business and begin to formulate a business platform that can be leveraged for future growth.
First Venture Round
Take advantage of market opportunities and increase your value proposition while mitigating risk and dilution.
Build Shareholder Value
Take a disciplined strategy to help bring your products to market more efficiently and effectively.
Commercialization
Focus on expansion domestically and globally.
Globalization & Growth
Navigate the heavily regulated opportunity of accessing public markets and preparing to be a public company.
Capital Markets & IPOs
Augment organic growth with acquisitions while mitigating transaction risk.
M&A: Buy-Side
Prepare for an exit by proactively addressing business risk to drive value and transaction speed.
M&A: Sell-Side