Science & Technology

Few business sectors offer more potential, or are more dynamic, than science and technology.

Stay ahead of the curve.

As a high-tech company, it’s imperative that you stay ahead of the curve. Just as you monitor the latest research and technological advancements in your field, CSH advisors stay informed and up to date on the latest tax, audit and business advisory developments. We apply and share our knowledge to help our clients grow and succeed.

CSH has extensive experience working with innovative, growth-oriented companies in every stage of the business cycle – from start-up to ownership transition. Our science and technology professionals are skilled in assessing where your organization is today and guiding your progress for where you want to be in the future. In addition, we work closely with innovative entrepreneurs, helping prepare early-stage companies for subsequent funding rounds and developing an eventual exit strategy.

Science & Technology Solutions

Assurance Services

We don’t just audit your organization, we strengthen it. As we examine your financials, practices and policies, we keep operational improvements top of mind and share best practices to make you better. Our assurance services include:

  • Financial statement audits, reviews & compilations
  • Complex equity accounting
  • Revenue recognition
  • Employee benefit plan audits
  • Internal audit

Business Succession Planning

You’ve worked hard, built your business and continue to nurture its growth. Although you’re not ready to retire now, it’s on the horizon. Now is the time to start planning for the Science and Technology Group future to ensure you (and your family) can continue to reap the rewards of your success.

Our Exit Planning and Transaction Advisory professionals have the specialized knowledge to help ensure you are personally prepared, financially prepared and continuing to maximize the value of your business. Our exit planning process is customized based on your unique situation and may include:

  • Succession planning
  • Business valuation
  • Value & profitability enhancement consulting
  • Financial & tax due diligence
  • Quality of earnings analysis
  • Income tax planning
  • Tax structuring
  • Estate tax planning

Consulting Services

Our expert advisors will be there to help you navigate this constantly evolving industry through a suite of services designed to help you realize your vision for a successful future. Our science & technology consulting services include:

  • Start-up & expansion consulting
  • Key revenue and cost drivers
  • GAAP and cash accounting reconciliation
  • Identification of balance sheet exposure
  • Tax testing due diligence
  • Business & strategic planning
  • Cash flow forecasting & analysis
  • Operational consulting
  • Estate & wealth planning
  • Forensics & litigation support
  • Compensation & benefits consulting
  • Stock compensation analyses
  • IT consulting
  • Risk Advisory Services
  • Service Organization Control (SOC) reports
  • Strategic talent management services

Tax Services

With our deep knowledge of tax law and the science & technology sector, we can do far more than just keep you compliant. Our tax professionals offer custom planning and solutions to meet your needs to help you strategically grow into the future. Our tax services include:

  • Federal, state & local tax compliance and consulting
  • International tax
  • Tax credits and economic development incentives
  • Research & development (R&D tax credits)
  • SALT exposure studies
  • Tax structuring
  • Cost segregation studies
  • Entity review & selection
  • Individual tax planning

Our Clients Include

  • Software

  • SaaS

  • Security

  • Mobility

  • Hardware

  • Health IT

  • BioTech

  • Pharmaceuticals

  • Medical Devices

  • Health Services

Science & Technology Advisors

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