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Technology

elliott davis

Leveraging technology for your advantage.

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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.

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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.
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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.
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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.
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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.
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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.
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featured solutions

Operational Excellence

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

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Audits, Reviews & Compilations

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

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Strategy & Growth

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

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featured insights

Managing state tax exposure for growing businesses: When to consider a voluntary disclosure agreement (VDA)Managing state tax exposure for growing businesses: When to consider a voluntary disclosure agreement (VDA)

Managing state tax exposure for growing businesses: When to consider a voluntary disclosure agreement (VDA)

Learn when a VDA may help reduce penalties, resolve historical tax liabilities, and strengthen multi-state tax compliance.

Article
July 28, 2026
CMMC phase II requirements suspended: Next steps for defense contractorsCMMC phase II requirements suspended: Next steps for defense contractors

CMMC phase II requirements suspended: Next steps for defense contractors

The DoD has suspended CMMC Phase II requirements. Learn what the pause means, ongoing compliance obligations, and key next steps for defense contractors.

Article
July 14, 2026
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 team

meet our Technologyspecialists

Brett Lanzl

Shareholder

Jason Brett

Managing Director

Michelle Jones

Managing Director

Kim Davis

Senior Manager

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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.

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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.

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