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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.


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


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

Our Expertise

Throughout the life cycle


How does your story end?

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


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.


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

Our Technology & Life Sciences team.



View Our Resources

PDF of Technology and Life Sciences Companies Brochure