Technology Companies

In an industry where change is the norm, success is frequently dependent upon the ability to adapt quickly. In this environment, where responsiveness is the key to success, it is critical that you partner with an accounting and advisory firm that understands the complexities of your business and can respond quickly to your needs. As innovators in our own practice, we understand the path to success.
Whether your organization is just starting out, scaling for growth, planning for an exit, or a Founder in need of planning, the professionals at WilkinGuttenplan can help.

Who we serve

Innovators and their teams

Whether founder or CFO, our team of professionals is prepared to work together with you and your team of professionals.

Venture-backed

A venture-backed or or closely held company that develops or provides a digital service or product.

Entrepreneurs

Entrepreneurs and their families navigating the personal tax implications of wealth.

Our Expertise

Throughout the life cycle

Inception

How does your story end?

At inception, careful consideration of the ultimate goal is key to maximizing potential tax benefits.

Operations

What keeps you up at night?

We offer a range of services to help manage the day-to-day challenges from a business perspective as well as provide specific accounting, tax, and advisory services.

Exit

And Repeat

Our professionals understand that the business sale or “exit” is always a focus. Our Transaction Advisory team will work with you to understand your needs and goals and provide the guidance you need to successfully close the sale. We’re ready to jump back in when you are ready to start again…

We Collaborate & Listen

Choice of Entity, Formation, & Raising Capital

Considerations with respect to entity type for operations
Tax structure of entities
Raising capital, bank financing, venture capital, Angel investments, private equity investment
Stock based compensation

Exit & Beyond

Merger & acquisition due diligence support
Transaction services
Tax planning and projections related to sale
Succession planning
Qualified Small Business Stock (QSBS/1202) planning (including §1045 rollover)
Business valuations
Estate Planning
Preparation for IPO

Advisory Services

Assistance with the acquisition of subsidiary businesses, domestically and abroad
Multi-state tax consulting- corporate and sales tax nexus issues
New Jersey Technology Tax Transfer Program (Sale of NJ NOLs)
Impact of sales tax rules on SAAS products

Client Testimonials

viaPeople, Inc. was referred to WilkinGuttenplan by our law firm when we found we needed advice on specific corporate matters that our smaller CPA Firm did not have the expertise to handle. From day one we have been impressed with WG’s; knowledge, expertise, professionalism and responsiveness. WG gives us the confidence we need to know that we are being given the best advice necessary for us to make informed decisions on both accounting and financial matters. We are thrilled to be working with them.

James M. Perry
Chief Executive Officer

“We have been clients of WilkinGuttenplan for many years. As a second-generation family business, they have a great understanding of both our business and personal situations. They understood that this crisis hit our industry very hard. As soon as the information about the PPP loans became available, they reached out to us to set up a conference call to let us know about the availability of the funds. Throughout the process they have been a resource giving us guidance, helping us understand how to apply, how to use, and now how to obtain forgiveness for the loan. They’re always available – either an email or by phone, very responsive to our needs. They check in with us, to see how we are doing, and ask if we have any questions. The entire firm is always there to assist when we have a problem or need assistance. We feel very fortunate to have their guidance during this troubling time and know that they always have our back.”

Eric S. Goldman, PE, REM, CEI
Envar Services, Inc.

“Our company was fortunate to receive a loan under the Payroll Protection Program. This lifeline would never have been received without the professional guidance from WilkinGuttenplan. When we were unable to apply through our existing financial institution, WG was able to connect us with a lender and patiently assist us in the application process. We truly would not have been able to accomplish this without them.”

Mike Rich & Judy Mernick
Blue Water Marine Repairs Inc.