your advisor for Technology

Technology companies strive to stay ahead of the innovation curve by evolving and disrupting. Leverage our industry experience for actionable insights that lead to new opportunities.

contact us

Industries

Technology

elliott davis

Leveraging technology for your advantage.

get in touch

With the increased pace of innovation, technology companies now strive to evolve, disrupt, and create new opportunities. Our professionals offer actionable insights to navigate industry developments and drive you forward. From pre-startup research and planning to IPO, we’re with you at every step.

get in touch

Our customers

We draw on service and industry specialists across all of Elliott Davis to fully address the unique needs of our customers — no matter what their goals or situations look like.

High-Growth Technology Startups
Venture Capital-backed Companies
Private Equity-backed Companies
Global Corporations

solutions overview

Pre-Startup

  • Market research
  • Capital structure and lender relations
  • Corporate tax planning
Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
view solution

Startup

  • Capital structure and lender relations
  • Outsourced accounting and advisory
  • Financial modeling
  • Analysis and management tools
  • Budgeting and forecasting
  • Developing KPIs
  • Evaluating talent needs
Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
view solution

Growth

  • Corporate governance assessment and protocols
  • Operational risk management
  • Compliance assessments
  • Evaluation of cybersecurity risk and IT/ERP systems
  • Market research
  • Financial talent development
Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
view solution

Maturity

  • Financial modeling
  • Compliance reassessments
  • Operational risk management updates
  • Budgeting and forecasting updates
Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
view solution

IPO / Sale Exit

  • Carve out audits
  • IPO readiness
  • Internal audit outsourcing
  • Assistance with SEC filings
  • Sell-side diligence and tax planning
Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.
view solution

Featured Solutions

Operational Excellence

Drive highly personalized and practical results without interrupting core business operations.

view solution

Audits, Reviews & Compilations

Tap into the power of financial statements for informed decision making.

view solution

Cybersecurity & Data Privacy

Address current and future vulnerabilities with effective cyber and data risk strategies.

view solution

Strategy & Growth

Get a clear, action-oriented roadmap that drives revenue and profitability.

view solution

featuredinsights

A seller’s guide to integrated diligence: How financial, tax, and technology readiness drive valueA seller’s guide to integrated diligence: How financial, tax, and technology readiness drive value

A seller’s guide to integrated diligence: How financial, tax, and technology readiness drive value

Prepare your business for sale with integrated financial, tax, and technology diligence. Reduce risk, defend value, and strengthen buyer confidence.

Article
July 7, 2026
CMS Rural Health Transformation Program: Why strategy must come before the notice of funding opportunity (NOFO)CMS Rural Health Transformation Program: Why strategy must come before the notice of funding opportunity (NOFO)

CMS Rural Health Transformation Program: Why strategy must come before the notice of funding opportunity (NOFO)

Prepare for CMS Rural Health Transformation (RHT) funding before the NOFO. Learn how early planning improves alignment, ROI, and long-term viability.

Article
May 19, 2026
Is your business ready to sell? A comprehensive guide to strategic, financial, and operational readinessIs your business ready to sell? A comprehensive guide to strategic, financial, and operational readiness

Is your business ready to sell? A comprehensive guide to strategic, financial, and operational readiness

Learn how to prepare your business for sale by strengthening strategy, financial reporting, and operations to enhance valuation and attract buyers.

Article
February 25, 2026
2026 Tax Alert: Potential refund opportunities for certain COVID-era IRS penalties and interest2026 Tax Alert: Potential refund opportunities for certain COVID-era IRS penalties and interest

2026 Tax Alert: Potential refund opportunities for certain COVID-era IRS penalties and interest

Learn what comes next following a Federal Claims Court ruling that certain federal tax due dates should have been suspended during the COVID-19 pandemic.

Article
February 24, 2026
The One Big Beautiful Bill’s impact on meals and entertainment: What business owners need to knowThe One Big Beautiful Bill’s impact on meals and entertainment: What business owners need to know

The One Big Beautiful Bill’s impact on meals and entertainment: What business owners need to know

The OBBBA changes meal & entertainment deductions starting in the 2026 tax year. Most employer-provided meals will no longer qualify for deductions with a few specific exceptions. Explore next steps for employers.

Article
February 12, 2026
Tax implications of the AI workforce revolution: The next frontier of human capital planningTax implications of the AI workforce revolution: The next frontier of human capital planning

Tax implications of the AI workforce revolution: The next frontier of human capital planning

Explore how the AI workforce revolution reshapes tax strategy. Learn how OBBBA incentives, automation-driven deductions, and state tax rules impact planning for businesses adopting AI.

Article
December 8, 2025

The team

meet our Technologyspecialists

Brett Lanzl

Shareholder

Jason Brett

Managing Director

Michelle Jones

Managing Director

Kim Davis

Senior Manager

Featured Solutions

Operational Excellence

Drive highly personalized and practical results without interrupting core business operations.

view solution
Audits, Reviews & Compilations

Tap into the power of financial statements for informed decision making.

view solution
Cybersecurity & Data Privacy

Address current and future vulnerabilities with effective cyber and data risk strategies.

view solution
Strategy & Growth

Get a clear, action-oriented roadmap that drives revenue and profitability.

view solution

find your solution

by industry
by category

All Industries

Closely Held Business

Construction

Entertainment & Sports

Financial Services

Healthcare

Manufacturing & Distribution

Not-for-Profit

Private Equity

Professional Services

Real Estate

Technology

Industries

Solutions by Industry

Every industry has its own nuances. We take that into consideration and approach business solutions with the specific lens required of your field. Our teams are comprised of talent with relevant experience and we’re prepared to meet every challenge.

Advisory

Client Accounting Advisory Services

Business Turnaround & Recovery

Business Valuation Consulting

Commercial Litigation Support

Sustainability & ESG

Family Law Litigation Support

Fraud & Forensic Accounting

Governance, Risk, & Compliance

Operational Excellence

Strategy & Growth

Transaction Advisory

Assurance & Attestation

Attestation & Other Engagements

Audits, Reviews, & Compilations

Employee Benefit Plan Audits

SOC Reporting

Tax

Family Wealth Services

Federal Tax

International Tax

State & Local Tax

Tax Methods & Credits

Digital

Business Systems

Cybersecurity & Data Privacy

Data Analytics

Technology Consulting

Solutions

Solutions by Category

When running a business, a variety of challenges and opportunities present themselves. Our breadth of services span every category. Based on your business goals, we’ll find the right solutions to meet the moment.

contact our team.