Tech Industry Solutions

Technology Industry

You are known for your innovation. We are known for our stability.

You are known for your innovation. We are known for our stability.

Together, we can develop strategic solutions and managed services so you can meet your unique challenges and demonstrate strength and consistency to customers, investors and job candidates.

Our associates serve software and technology companies in every phase of their business lifecycle. We offer tailored solutions for companies in a variety of industries, including fintech, manufacturing tech and health tech.

Let us set you up for success.

Meeting your needs at every stage

We work with technology companies at any stage in their lifecycle – early stage, growth, steady state and ready for a major event such as an exit, IPO or M&A.

Just getting started and finding you have minimal bandwidth for handling the logistics of day-to-day operations? We can help you hit the ground running and be your trusted advisors as your grow.

What we offer:

  • Financial accounting outsourcing, including bookkeeping and payroll services
  • Minimum viable product (MVP) development (software)
  • Help with building product development teams
  • Access to industry experts and contacts
  • Regulatory compliance
  • Strategic planning
  • Ownership structure and cap table management

Are you struggling to find time to meet the demands of a growing business? We can help you manage the moments of massive change.

What we offer:

  • Capital raise and related services
  • Organizational change with scaling up and performance management
  • Augment product development team for short term demands
  • Part time CFO services, including financial accounting outsourcing
  • Cybersecurity and data privacy assessments
  • Attestation, financial statements, vendor contracts etc.
  • Web marketing services

You’ve got the momentum and have survived the growth chaos. Now you need to think about your next destination. It may be refining your processes to improve performance or exploring a different growth strategy. We can ensure you’re on solid footing today and help position you for the next level.

What we offer:

  • "Venture Health Check" and strategy consulting
  • Capital raise and M&A-related services
  • Enterprise resource planning, business analytics and CRM solutions
  • Augment product development team for short term peak demands
  • Organizational performance and leadership coaching
  • Investor communications
  • Accounting, audit and tax

Are you ready to jump into the next adventure or cool your heels off? We can help you hand your business over to the next leadership team.

What we offer:

  • M&A services
  • Succession planning
  • Business valuation
  • Pre-acquisition due diligence for buyers and sellers (financial, operational and tax)
  • Post-acquisition integration consulting
  • Tax strategy and structure
  • Personal financial planning

Tap our industry knowledge

We have deep experience in specialized services that enable our associates to provide you specialized knowledge and access to the industries you want to serve.


We help our fintech clients navigate an ever-changing landscape of political, economic, social, technology, legal, and environmental factors.


We bring our deep expertise working in the healthcare sector on partner alignment, embracing new payment structures, and leveraging advancements in technology to gain insight into real time analytics to HealthTech.