In an environment that continues to change, we are ready to work with software and technology companies to stay ahead of the curve. Whether you are a startup or an established multinational corporation, we have the technical expertise, knowledge, and relationships to help your company through each phase of the business lifecycle. Our Technology Industry team is prepared to work alongside you to develop strategic and profitable solutions as you focus on market opportunities and growth in a fast-moving industry.

As a technology company, you face many technological challenges. Layered on top of these challenges are business challenges: fundraising and complex accounting, tax, and regulatory issues. We can leverage our business relationships with bankers, private equity, and venture capital firms to assist technology companies to secure equity and debt financing. Our partners have served technology companies throughout their careers, and many have operational and management experience in technology companies as COOs and CFOs, which provides them unique insight into the industry.


Michael Green Headshot

Michael Green
Technology Industry Leader

High quality service backed by decades of experience.

Our Technology & Life Science Services

technology 1 | engineer working on a project


  • Audits, Review & Compilations of Financial Statements
  • Asset Impairment Analysis
  • Consolidation (VIE) Analysis
  • Discontinued Operations
  • Goodwill and Intangible Asset Impairment
  • Inventory Valuation
  • Interim Management Services
  • Internal Audit Support
  • Lease Accounting
  • Internal Controls Design, Evaluation & Implementation
  • Revenue Recognition
  • SOX Design & Documentation of Key Controls
  • SEC 1993 & 1934 Act Filings Assistance
  • Segment Reporting
  • SSAE 18 Readiness Reviews
  • SSAE 18 SOC Audits (including SSAE 18 & SOC 2 Type I & Type II Reports)


  • Organizational and business formations
  • Mergers, acquisitions, and transactional structuring and planning
  • Cost segregation studies
  • Partnership, corporate and individual tax planning
  • Liquidations, dispositions, and exchanges
  • International and multi-state tax planning
  • Tax controversy assistance – federal and state
  • Tax accruals and financial statement disclosures
Tech and Life Science
Tech and Life Science


  • Quality of earnings
  • Pre/post LOI working capital assessment and normalization
  • Evaluation of future cash flows
  • Historical financial performance trends and comparisons for forecasts
  • Carve-out exercises to identify normalized levels of recurring EBITDA
  • Identification of hidden costs, contingencies & commitments
  • Assistance in structuring purchase price mechanisms
  • Assessment of accounting procedures and controls
  • Closing working capital confirmation
  • Tax and accounting structuring
We’ll guide you through every step of the lifecycle.

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