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Advising Top Technology 
Companies from Idea
to Growth and Beyond

To manage the complexities that come with growing a business, you need a partner with proven audit*, tax, and advisory experience that can scale to meet your needs. Discover why Aprio is the choice of technology companies worldwide to simplify compliance, manage risk, and fuel profitability.

Growth

PRE-SEED / SEED

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Advising Top Technology 
Companies from Idea to Exit

To manage the complexities that come with growing a business, you need a partner with proven audit, tax, and advisory expertise that can scale to meet your needs. Discover why Aprio is the choice of technology companies worldwide to simplify compliance, manage risk, and fuel profitability.

When You’re

Seeding Funds,
Every Dollar Counts

Money always matters, at every stage of your company’s life cycle every dollar counts more. Aprio offers right-sized advisory services to help your organization maximize every dollar and build a strong foundation for future growth. 
25%
to
50%
Working with Aprio can save
you half the cost of hiring
a full-time controller.
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When You’re

Seeding Funds,
Every Dollar Counts

Money always matters, but at the pre-seed and seed funding stage it matters even more. Aprio offers right-sized advisory services to help your organization maximize every dollar and build a strong foundation for future growth.
25%
to
50%
Working with Aprio can save
you half the cost of hiring
a full-time controller.
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40%
of entrepreneurs’ days are spent on time-consuming duties like accounting, HR and payroll.
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The Freedom to Focus on Your Priorities

Aprio’s outsourced accounting teams provide the experienced people and software solutions to manage your company’s taxes, payroll and HR needs. That means you’re free to focus on what matters most: building your business.
Aprio Can Help Implement 2025 Crypto Accounting Standards Now

Make the Most
of Tax Credits
Available to You

Discover the financial advantages waiting for you. Through 
our skilled application of Research & Development tax credits, Aprio can help you increase cash flow, boost profitability and fund innovation.
We’ll help you identify if credits are available for investments in new equipment, land, buildings and improvements.
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We’ll help you claim the maximum cash-back benefit for the investments you make in your employees.
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We’ll help you claim and sell unused credits on the Transferable Tax Credit marketplace.
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We’ll help you identify and select any available credits in your state that apply to your business.
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1.9B
Aprio has helped clients claim more than $1.9 billion in state and federal tax credits.
  • 100M
  • 200M
  • 300M
  • 400M
  • 500M
  • 600M
  • 700M
  • 800M
  • 900M
  • 1B
  • 1.1B
  • 1.2B
  • 1.3B
  • 1.4B
  • 1.5B
  • 1.6B
  • 1.7B
  • 1.8B
  • 1.9B
  • 2B
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1.9B
Aprio has helped clients claim more than
$1.9 billion in state and federal tax credits.
  • 400M
  • 800M
  • 1.2B
  • 1.6B
  • 2B
The Importance of R&D Tax Credits

Strong Growth
is Driven by
Smart Planning

By limiting your tax liability to boost profits and avoid 
penalties, we’ll ensure your tax planning and compliance 
strategy is fully aligned with your growth objectives.

During the early stages of a company is the perfect time to implement your equity incentive strategy to recruit and retain key people for the future.
From Startup to Success: Tax Strategies for Tech
Building the Right Compensation Plan for Your Tech Company
Qualifying for Section 1202: The IRS Provides Clarity on a Taxpayer’s Eligibility

SERIES A+

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To Maximize
Growth, You Need
to Minimize Risk

With rapid business growth comes greater business complexity. As your company expands, Aprio offers the advisory services to manage the increasingly stringent compliance and tax requirements that emerge with growth.
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10,000
The number of SOC reports Aprio Information Assurance* Team Members have completed.

To Maximize Growth, You Need to Minimize Risk

With rapid business growth comes greater business complexity. As your company expands, Aprio offers the advisory services to manage the increasingly stringent compliance and tax requirements that emerge with growth.

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10,000
The number of SOC reports Aprio Information Assurance Team Members have completed.

96%
renewal rate for Aprio Information Assurance Customers.
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Security Unlocks
Opportunity

Growth often requires complex certifications and audits that can distract from your business priorities. Aprio offers support that allows you to keep your eye on the ball.
We’ll build, certify and maintain your data security program with solutions that simplify compliance, empowering you to focus on critical business initiatives.
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We’ll provide specialized support for stress-free audits, giving you and your stakeholders the financial confidence and insights for sound business decisions.
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Guiding a Tech Provider Through the SOC process
Your Financial Statement Audit Checklist for Government Contractors

We’re in the Service
of Your Growth

Building your business is a team effort. At Aprio, we offer skilled accounting and advisory support to manage today’s demands so you can focus on the future.

Technical Accounting Consulting Services (TAC)

We’ll provide the highly skilled supplemental accounting and finance resources that you need to successfully execute and implement strategic transformations.

95% Icon
95%
of Aprio’s clients re-engage our team for additional projects.
6 months
→ 4 months

Aprio compressed the deadline for ASC 842 lease accounting engagement by two months to meet a client’s Q1 reporting deadline.

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Transaction Advisory Services

To help ensure that you always get the best deal possible, we’ll identify the optimal tax structure for your transactions and any opportunities to increase ROI.

70% Icon
70%
of our Transaction Advisory Clients have performed multiple projects with Aprio since 2016.
Lightbulb Icon Understanding the state of Government Services M&A
$5B+

The Aprio Transaction Advisory Team serviced more than $5 billion in transactions from 2021 to 2023.

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CFO Advisory Services

When you need the strategic guidance of a CFO, we can provide fractional, interim or permanent solutions to find the right fit right now to fuel your company’s growth.

$5B+
in M&A transactions and integrations guiding both buy-side and sell-side clients.
Lightbulb Icon How to Know When You Need a CFO or a Controller
  • 100M
  • 200M
  • 300M
  • 400M
  • 500M
  • 600M
  • 700M
  • 800M
  • 900M
  • 1B
  • 1.1B
$1B+

in successful capital raises, including Angel; Series A, B, C; public debt offering;, bank and non-bank debt.

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As You Expand,
Know Your Tax
Obligations

Whether you’re expanding into new countries or need to navigate tax compliance for growth at home, Aprio offers advisors that speak your language.
What Tech Companies Need to Know About the Tax Implications of Offshore Resources
Our team speaks business in more than 60 languages to help you navigate international tax planning and support global expansion.
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We’ll provide the technology-enabled solutions you need to streamline sales tax compliance and grow your business with confidence.
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50+
clients in more than 50 countries partner with Aprio for clear and timely communications in their preferred language.
3,000+
Aprio advises more than 3,000 multinational corporations in supporting their U.S. operations and expansion projects.
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Top Talent is
Your Greatest
Asset to Protect

Without great people, you can’t build a great business. Aprio can develop business plans and retirement benefits that help you appeal to the top talent in your industry.
We’ll deliver fast, accurate, and trusted business valuations – including for Employee Stock Ownership Plans (ESOP) – that stand up to regulatory scrutiny.
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We’ll partner with you to develop a strong retirement plan for your employees that can help you attract and retain top talent.
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What Does an Aprio Business Valuation Deliver?

GROWTH

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Growth

Growth Success
Leads to Opening New Doors

As your company continues to grow, you have many alternatives that impact the company, employees, founders, and investors.

Aprio has the experience to guide all the stakeholders on what’s next, from raising additional capital, secondary dispositions of equity, complete sale to a strategic partner, majority sale with rollover and establishing a platform for future rollups with a Private Equity partners, or an IPO.

There are ways to ensure your company is managed to take advantage of the right opportunity and to plan for what’s next proactively.

We work beside your other advisors in guiding our clients to maximize their value at every step during your company’s evolution.

When you’re ready to raise more capital or sell your company, the keys are to maximize its valuation and make sure the transaction is smooth and sets you up well for the future. Aprio offers the sell-side and buy-side tax and financial expertise, income and estate tax planning, , wealth management and overall the tools and experience to get your deal closed!

90+ years
of combined experience among Aprio’s team with Big 4 accounting firms and middle-market transactions.

Successful Exits
Open New Doors

When you’re ready to sell your business, the keys are to maximize its valuation and make sure the transaction is smooth and sets you up well for the future. Aprio offers the sell-side expertise, wealth management experience and estate planning resources you need to capitalize both now and later.

90+ years
of combined experience among Aprio’s team with Big 4 accounting firms and middle-market transactions.

Due Diligence
Makes the Most
of a Sale

To boost your business valuation and avoid unnecessary delays, Aprio conducts the anticipatory sell-side due diligence needed to get your company ready for a sale.
Anticipatory Sell-Side Diligence – the Most Effective Mechanism to Increase Valuations
  • 10M
  • 20M
  • 30M
  • 40M
  • 50M
50M

in capital gain exclusion created for Aprio’s clients through smart Qualified Small Business Stock (QSBS) planning.

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97%

Retention rate for wealth management clients.

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Manage Your Wealth,
Build Your Future

Outcomes are our focus. Aprio’s goal-oriented wealth management approach aligns your risk profile with our investment strategies to meet your financial goals.

50+
years of experience in wealth management.

$1.6B+
in assets under management as a Registered Investment 
Advisor (RIA).

Get Coordinated Investment Management, Financial Planning & Tax Services from Aprio

Create a Legacy
by Preserving
Your Wealth

To help you effectively preserve, transfer and grow generational wealth, Aprio offers  a coordinated, white-glove approach that simplifies income tax and estate planning.

,,

So you can make important decisions with confidence, Aprio delivers advice that takes every aspect of your financial landscape into consideration.”

Chris Davis

Partner-in-Charge, Aprio Private

Client Tax Services

Your Partners
in Achieving What’s Next

More than 2,000 technology companies count on Aprio for audit, tax and advisory guidance and resources. Meet the team leaders that drive our clients’ growth.
Technology, tax partner
Ori Epstein
Tax Partner at Aprio | Technology Growth Advisor | Capital Raise Preparation | M&A Advisor | Stock Option Consultant
SAAS, audit partner
Rob Casey
Revenue Recognition Professional | Technology and SaaS Audit Specialist
TECHNOLOGY, tax partner
Mitchell Kopelman
National Technology Leader | Tax Partner
INFORMATION ASSURANCE, partner
Brett Williams
Information Assurance Services | Assurance Partner | SOC Reporting Leader
DIRECTOR OF MANAGED SERVICE AND TECHNOLOGY PRACTICE
Emily Cheshire
FCA | Managed Services | Technology
NATIONAL TECHNOLOGY AND BLOCKCHAIN DIGITAL ASSETS ASSURANCE PARTNER
Mark Li
I collaborate with and advise clients in the blockchain and digital assets, technology, fintech, and financial services industries.
TECHNOLOGY AND FINTECH ASSURANCE PARTNER
David Siegel
CPA | Technology and Fintech | Assurance Partner
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Innovate. Grow. 

Exit. Profit. Repeat.

Whatever your objectives, Aprio can help you achieve them.
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* Assurance, attest, and audit services provided by Aprio, LLP.

“Aprio” is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms.

Investment advisory services are offered through Aprio Wealth Management, LLC, an independent Securities and Exchange Commission Registered Investment Advisor. Securities are offered through Purshe Kaplan Sterling (“PKS”) Investments, Inc., member of FINRA/SIPC. Aprio Wealth Management, LLC and Purshe Kaplan Sterling Investments, Inc. are separate and unaffiliated. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities, and past performance is not indicative of future results. Investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.

APRIO, the Aprio pentagonal pinwheel logo and “PASSIONATE FOR WHAT’S NEXT”, are registered marks of Aprio Advisory Group, LLC.  Aprio Advisory Group, LLC © 2024. All rights reserved.