Our experience with technology companies at all stages of maturity has allowed our firm to establish specialized service capabilities for each phase of business development, including:

IT Consulting – Data security, accounting system selection and implementation, business processes and controls review and design, and telecom consulting.

M&A – In-depth market intelligence, proprietary industry knowledge, and access to potential investors and purchasers, along with other services such as M&A advisory, private placement of debt and equity, and exit strategies.

IPO Planning/SEC – Our SEC professionals offer a diverse range of financial solutions to growing clients, including initial and secondary public offerings, due diligence, business and asset valuations and alternative financing advisory.

State and Local Taxes (SALT) – As your client base expands, state and local taxes can become an important and complex issue. Our areas of expertise include property tax compliance, business (NEXUS) studies, state and local incentives and segregation of tax advantaged assets.

Business Advisory – Firms experiencing rapid growth face a number of strategic and operational issues. We have worked with hundreds of owners and stakeholders in a proactive and personalized manner to create business visions and plans rooted in creativity, viability and clarity. Such services include strategic planning, performance analysis and management assessment, change management, team development and process design.