Technology

Adding strategic power to your business.

Technology and life sciences companies face unique challenges and opportunities. In an industry characterized by speed, we still take the time to listen. We want to learn about your business and hear your vision for the future.

Our Experience

We understand the intricacies of your business whether you offer software solutions, consulting services, medical devices or specialize in biotech research and development. From early funding to mature revenue streams to successful exit, we provide business advice and consulting services.

We can help you think strategically and plan tactically about your wide-ranging objectives which may include:

  • International expansion
  • Larger PE/VC transactions
  • Sale to strategic investors
  • M&A transaction planning
  • IPO on the U.S. or international markets.

Our Services

Our experts can help you take your business through the entire lifecycle. Whether you’re just putting your plans in motion or you’re ready to go public. Call us. We have your assurance, tax, and consulting needs covered. We get it done. Fast and efficient.

Blog

M&A Trends in the Software Industry

Across most industries and most geographies, 2021 was a very active year for M&A. The Software... more
April 27, 2022
Blog

Dissecting Maryland’s Sales Tax on Digital Products: Part 4 – The Tiered Approach to Sourcing Sales

Last year, the Maryland General Assembly enacted House Bill 932, which made the sale of digital... more
March 25, 2022
May 17
On-Demand Webinar

Integrating Sage Intacct with ADP – HR and Payroll System

Download the PowerPoint slides here. ADP empowers mid-sized companies to streamline... more
Blog

New HSA Contribution Limits Released for 2023

The IRS recently released Revenue Procedure 2022-24 with the 2023 annual contribution limits for... more
May 2, 2022
Blog

Secure Act 2.0 passed by the House of Representatives

Much like last year at this time, retirement legislation is gaining steam In Washington. The... more
April 25, 2022
Blog

IRS 2021 Schedule K-2 and K-3 Reporting Update

The new Schedules K-2 and K-3 are required with partnership and S corporation tax returns for tax... more
February 21, 2022
Blog

Definition of Compensation Errors for Retirement Plans

Definition of compensation errors are the most common plan error that we see on audit and can be... more
February 21, 2022
Blog

Overreliance on Service Providers: Distributions from Retirement Plans

We have previously discussed the role of fiduciaries in an employee benefit plan and the... more
February 21, 2022
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