Opportunities, Pitfalls, and Mishaps: Financial Implications for Tech Company Growth
Are you rapidly scaling your tech company, or have you recently secured your Series A, B, or C funding? Understanding the financial landscape is crucial to accelerating your growth and increasing revenue. Did you know that your R&D costs can lead to significant tax benefits, or that hiring offshore can introduce a myriad of tax challenges? Are you aware of the compliance certifications needed to attract investors and safeguard your company or to close enterprise-sized deals and get the attention of investors?
Gain insider knowledge to navigate financial pitfalls, manage compliance effectively, and implement solutions that drive success. Our experts will provide real-time financial insights and actionable advice for smarter business decisions, empowering you to grow confidently.
Key Takeaways
Understand the financial opportunities and pitfalls for technology company growth
Be aware of compliance and certifications needed as you grow
Learn more about essential tax and financial reporting for tech companies
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Speakers
Mitchell Kopelman
Technology Leader/ Tax Partner
Aprio Advisory Group, LLC
Shane Peden
Information Assurance Services | Managing Director
Aprio, LLP Aprio Advisory Group, LLC
Emily Cheshire
Director of Managed Services and Technology Practice
Aprio Advisory Group, LLC
“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.
