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High-Tech StartUps

Recent Hi-Tech, Startup, and Hedge/P-E Fund Engagements

In recent years, we have been retained to prepare an increasing number of valuations involving hi-tech, biotech, fintech, startup and private equity and hedge funds.  This is not surprising, given the direction the economy has taken, and the evolving makeup of the private sector.  The following list contains a sample of such engagements, and the purpose/context of each:

  • Carried interest in a multi-strategy hedge fund: estate planning/gift tax return filing
  • Manufacturer of sophisticated systems-on-modules/embedded systems: potential sale
  • Technology enabled, collaborative healthcare coordinator: 83(b) elections
  • Manufacturer of driver training simulators and driverless systems: estate planning/gift tax return filing
  • Digital engineering and consulting/software solutions: charitable/contribution/ assignment of income
  • Digital health coaching and care coordination: estate planning/gift tax return filing
  • Headhunter for startup healthcare businesses: 83(b) elections
  • Manufacturer of specialty surgical products: valuation of restricted (Rule 144) stock
  • EMR and practice management software: 83(b) elections
  • Carried interest in a new P-E fund devoted to telecom infrastructure: estate planning/gift tax return filing