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Strategic Planning from Startup to IP Readiness

Technology companies know their needs can change in every stage of growth, whether raising capital in their first year, seeking Series B and Series C funding, preparing for IP readiness or planning your exit. They need advisors that have knowledge and flexibility balanced with expert guidance that can evolve as the business needs change. Windham Brannon’s technology practice can help you navigate the intricacies of entrepreneurship in this fast-paced industry for every stage of your business, offering an array of services to assist and optimize your operations to increase the opportunity for success and profitability.

Pre-IPO, Start-ups, Public and Private Companies

Private Equity- Backed & Venture-Funded Entities

FinTech

FinTech

Venture-Funded Entities

SaaS Companies

HOW WE HELP YOU

Mergers and Acquisitions

Mergers & Acquisitions

Mergers and acquisitions are a normal facet of the technology industry. When your company is ready to grow by merging or acquiring other businesses or partners to improve its competitive edge, look to our team of technology experts. We assist in buy/sell transactions, sell-side due diligence, valuations and financial modeling to help you make the best decision for your company’s strategic growth objectives.

Audit and Assurance

Assurance

You need accurate and complete financial statements to do more than satisfy government, regulatory and investor requirements – you also need them to assess operational and financial performance so that you can direct a financial strategy for the future. We deliver timely financial statement reviews to ensure your business stays on the cutting edge of accounting and reporting standards, compliance and lending regulations.

Outsourced Accounting

Outsourced Accounting

Your technology company’s financial management and oversight needs change as you experience growth. We provide a full range of outsourced accounting services from CFO support or outsourced bookkeeping and payroll to help hiring and training internal accounting and finance staff. We also provide outsourced cloud accounting to quickly access key financial data anytime and anywhere.

SOC Reporting

SOC Reporting

Large and established tech companies need increased security practices to protect against hackers and other security risks, meaning you’ll need System and Organization Controls (SOC) reports to ensure your compliance with data privacy, financial reporting and security standards. We can conduct SOC readiness assessments for tech companies and independent SOC 1, SOC 2 and SOC 3 examination reports.

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Tax Planning

Tax Planning

Our tax planning and compliance consulting for technology companies range from basic tax preparation and projections to start-up entity selection, pass-through entity tax planning, tax credit consulting, state and local tax planning, compensation planning and international tax issues. We also can assist you to determine credit eligibility and application of the Angel Investor Tax Credit, which is available in several states, providing an annual credit of up to $50,000 for angel investors of early-stage startups.

Exit and Succession Planning

Exit & Succession Planning

When you’re ready for the next chapter or challenge after growing your business, Our exit and succession planning services can help you identify your goals, financial readiness and the tools to make your exit as smooth as possible. Our experts can guide you in maximizing the value of your investment, whether by selling the whole company or just your share. We provide strategic planning focused on tax, partnership agreements, estate planning, trusts and gift planning.

OUR ADVISORS

Kyle Putman

Principal, Assurance

Patrick Terry

Principal, Assurance

WB IN ACTION

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