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.
PRE-SEED / SEED
Advising Top Technology Companies from Idea to Exit
When You’re
Seeding Funds,
Every Dollar Counts
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.
you half the cost of hiring
a full-time controller.
you half the cost of hiring
a full-time controller.
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.
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.
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- 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
$1.9 billion in state and federal tax credits.
- 400M
- 800M
- 1.2B
- 1.6B
- 2B
Strong Growth
is Driven by
Smart Planning
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.
SERIES A+
To Maximize
Growth, You Need
to Minimize Risk
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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Security Unlocks
Opportunity
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.
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We’re in the Service
of Your Growth
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.
Aprio compressed the deadline for ASC 842 lease accounting engagement by two months to meet a client’s Q1 reporting deadline.
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.
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.
- 100M
- 200M
- 300M
- 400M
- 500M
- 600M
- 700M
- 800M
- 900M
- 1B
- 1.1B
in successful capital raises, including Angel; Series A, B, C; public debt offering;, bank and non-bank debt.
As You Expand,
Know Your Tax
Obligations
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.
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Top Talent is
Your Greatest
Asset to Protect
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.
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GROWTH
Growth Success
Leads to Opening New Doors
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.
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
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.
- 10M
- 20M
- 30M
- 40M
- 50M
in capital gain exclusion created for Aprio’s clients through smart Qualified Small Business Stock (QSBS) planning.
Retention rate for wealth management clients.
Manage Your Wealth,
Build Your Future
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).
Create a Legacy
by Preserving
Your Wealth
,,
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
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.
Innovate. Grow.
Exit. Profit. Repeat.
* 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.