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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.

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.
25%
to
50%
Working with Aprio can save
you half the cost of hiring
a full-time controller.
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25%
to
50%
Working with Aprio can save
you half the cost of hiring
a full-time controller.
Hover to view impact
40%
of entrepreneurs’ days are spent on time-consuming duties like accounting, HR and payroll.
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Aprio Can Help Implement 2025 Crypto Accounting Standards Now
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
6 Tech Industry Insights to Help Your Company Grow
Aprio Helps Ensure Digital Asset Reporting Compliance

SERIES A+

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

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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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

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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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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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?

EXITING

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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.

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 small business stock planning.

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97%

Retention rate for wealth management clients.

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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.

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.