Industries

Startups & Entrepreneurs

Grow your business from startup to standout.

Transform Your Startup into a Standout

Startups are made of investors, entrepreneurs and dreamers. Balance sheets and general ledgers can stifle creativity, making it tempting to relegate them to an afterthought. Our team concentrates on your financial needs, enabling you to focus on developing your services and products.

Consulting for Startups and Entrepreneurs

We understand the territories you’re navigating – funding planning, investor changes, equity structure, financial modeling — the list goes on. We’re with you every step of the way, providing guidance rooted in the deep experience you need.

  • Tax Planning and Compliance
  • Business Transition Planning
  • Buy/Sell Agreements
  • Capital Table Building, Planning and Modeling
  • Equity Planning and Structuring
  • Fundraising Consulting and Planning
  • Mergers, Acquisitions and Divestitures
  • Operating Agreement Planning and Consulting
  • Software as a Service Accounting
  • Term Sheet Analysis

Memberships

We are proud to be members or supporters of the following startup and entrepreneur-related organizations:

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