CLOSELY HELD + family BUSINESS
Technology


You probably started with an insanely great idea. And if you're like most entrepreneurs, that was the easy part.

Whether you're in the software or hardware technology space, biotech, medical technology or life sciences, translating an idea into a successful business for the long term takes more. In fact, a surprising number of businesses actually fail from success. They simply grow faster than their infrastructures or finances are ready to support. Others struggle with business or financial issues that artificially limit their potential.

It helps to have a trusted advisor who understands the challenges and opportunities you face every day—in financing, budgeting and cash management, financial and tax reporting, internal controls, mergers and acquisitions, profitability enhancement, exit planning and governance, to name just a few.

Maybe you're contemplating changes to your compensation or stock option plan, and you're concerned about the potential impact on your finances, taxes and officers and employees. Or you have questions on the tax deductions and R&D credits available for your new product development project.
 
Perhaps a recent news story has you reconsidering your own disaster recovery plans or data security measures. Or you'd like someone to clarify the rules for capitalizing an internal software development project.
 
And sometimes, you just need an experienced sounding board who's been through it all before, including raising venture and private-equity capital and even taking a company public.

With Bader Martin, you're supported by professionals who have actually been in your shoes, as senior executives in dynamic technology-based businesses—and who bring insight and a been-there-done-that understanding to their collaboration with you.

The leaders of our technology practice are experienced CPAs with proven track records in public accounting and private industry, including an average of 11 years with national CPA firms. They offer a savvy, independent perspective combined with an insider's knowledge and experience.

 
Technology Services
As a client of our technology practice group, you'll benefit from services in the following categories:

Advisory Services for Technology Companies
Capitalization and Financing
Succession Planning, Exit Planning and Transitions
Tax Compliance and Consulting
Accounting and Assurance
Advisory Services for Entrepreneurs and Executives




Advisory Services for Technology Companies

  • Business structuring and choice-of-entity consulting
  • Partnership and LLC agreements and joint ventures
  • Cash flow modeling, forecasting and budgeting
  • Break-even analysis
  • Compensation planning
  • Transaction planning for purchases and sales, deal structuring and due diligence
  • Governance consulting


Capitalization and Financing

  • Debt versus equity decisions
  • Equity structuring, including classes of equity, preferences and other terms
  • Loan negotiations, loan reviews and analysis of loan alternatives
  • Lease versus purchase decisions


Succession Planning, Exit Planning and Transitions

  • Goal setting and evaluation of alternatives, including consideration of familial and cultural issues
  • Mergers, acquisitions and dispositions
  • Buy/sell agreements
  • Liquidity analysis
  • Compensation planning
  • Insurance planning
  • Recapitalization and reorganization consulting
  • Negotiations and implementation assistance
  • Prenuptial and post-nuptial agreements
  • Due diligence


Tax Compliance and Consulting

  • Tax return preparation for federal, state and multi-state, local and international jurisdictions
  • Payroll tax returns
  • Tax and transactions planning
  • Tax credits, including research and development
  • Cash versus accrual considerations
  • Year-end selection and planning
  • Inventory
  • Passive activity rules


Accounting and Assurance Services

  • Financial statements: audits, reviews and compilations
  • Accounting and bookkeeping services
  • Analysis and enhancement of internal controls
  • Financial analysis and modeling
  • Budgeting and cash flow analysis
  • Chart of accounts consulting
  • Development/enhancement of internal and external reporting processes
  • Revenue and cost recognition
  • Forensic accounting and fraud audits
  • Staff training


Advisory Services for Entrepreneurs and Executives

  • Wealth planning, including retirement planning, portfolio and investment monitoring, education funding
  • Estate planning
  • Charitable giving and private foundations
  • Expenditure planning, including budgeting and cash flow analysis, lease/buy consulting, major transactions planning
  • Financial reporting, including personal and family financial statements
  • Asset protection, including personal liability protection, disability and health care planning, divorce consulting and pre- and post-nuptial agreements, bankruptcy consulting



MEMBERSHIPS + SPONSORSHIPS

GeekWire Summit 2012

Seattle 2.0 Startup Awards 2012

2011-2012 MIT Enterprise Forum programs: Venture and Acquisition Funding, Near Field Communications, Energy Storage for the Grid



FROM THE eLIBRARY BLOG

Employee or Independent Contractor? The IRS Wants to Know

Selling to Out-of-State Buyers? What You Need to Know about Washington’s Nonresident Sales Tax Exemption

Have a Home Office? IRS Announces an Optional, Simplified Approach for Claiming a Tax Deduction

Quick-Reference Guide for 2013 and (Revised) 2012 Tax Deductions and Limits

Starting a New Business Venture? What to Know About Choosing the Right Entity

Year-End Tax Planning Series: Know What’s Slated to Change for 2013?


Losing Out on the Federal Research Tax Credit? IRS Releases Final Regulations for the Alternative Simplified Credit Method

Are Your Files and Records Really Safe?

Affected by the Repeal of Expanded 1099 Reporting Requirements?

Planning for a Successful Succession? What You Need to Know

Leasing?

Qualify for New Expensing of Restaurant, Retail and Leasehold-Improvement Real Property?

Eligible for a Therapeutic Discovery Tax Credit or Grant for Your Biotech Firm?

Eligible for the Small-Employer Health Care Credit?

Looking for an Incentive to Hire?

Need an Advisory Board for Your Closely Held Business?



RESOURCES AND TOOLS

Guide to Online Sales of Goods
[Washington State Department of Revenue]

Taxation of Digital Products and Digital Codes - Draft
[Washington State Department of Revenue]



Bader Martin, P.S. Certified Public Accountants + Business Advisors