Technology Ventures

How can HZ CPAs & Advisors help you?

Your technology may change the world. To fulfill your vision, you first need to lay a solid foundation of your business operation system based on your vision. Then you can create your financial stories, raise fund, develop your team, and market your product or service quickly to your target audiences. We will help you design your financial systems, stock ownership systems, compensation and incentive systems, implement them and monitor them as you grow exponentially.

We will work with you to create unique reporting to tell the true performance of your portfolio. This may be different than the need for compliance. For example, you need report realized gain or loss for K1 purpose, but you want your investors to know your valuation gain or loss even though they are not realized. We can create balance sheet increase of investment and equity without impacting profit and loss.

In Addition

We will apply our unique proactive auditing approach to review and monitor your book monthly and update your trust certificate. So that you investors have confidence knowing how their investment is growing.

We will support you in fulfilling your commitment to integrity, accountability, and transparency by filing on time all tax filings including Federal tax return, investor K1s, your state filings, payroll tax filing etc.

When we see a good fit, we will connect you with our potential client investors, and entrepreneurs.

Unique Services

We can Support you in the Following Areas

Fundraising

Fundraising starts with Strategic planning and business planning. We will help you design your business model, value creation process, vision and goals and strategies to accomplish your goals. We will help you to apply for grants like the America Seed Fund. We will help you to apply industry specific grants such as CalSeed, BRIDGE and RAMP program and Pasadena Angels etc.

Employee Stock Ownership Plan

ESOP is not only a tax efficient retirement plan, but also a great financing tool, and possible exit strategy. Coupled with Incentive Stock Option Plans, we can help you create a culture of ownership and champion performance team.

IPO

Beyond the traditional IPO process, we will also work with you to explore other options such as Direct Listing, reverse merger, and listing on alternative exchanges such as in Canada or Australia.

E-Share Management

We partner with Carta.com to issue e-shares and manage your cap table. Investors can subscribe shares through Carter.com and all documents are signed electronically, saving time and confusion. Cap table is updated automatically in real time. All shareholder communication is integrated in one place with integrity.

Strategic and Proactive Tax and Financial Planning

Along with ESOP, we can also take advantage of other strategies, such as 401k plans, defined benefit plan, cash balance and profit sharing plan, 401h plan, Qualified Small Business Stock, Opportunity Zone Investment, Renewable Energy Credit, Research and Development Tax Credit, Cost Segregation, Asset acquisition, sales, exchange, lease, and depreciation strategies, transfer pricing etc.

Direct Listing

Direct listings have increasingly been gaining attention as a means for a private company to go public. A direct listing refers to the listing of a privately held company’s stock for trading on a national stock exchange (either the NYSE or Nasdaq) without conducting an underwritten offering, spin-off or transfer quotation from another regulated stock exchange.

Founding Team Start Up Equity System

We can help you to use the principals and methods of one of the most fair and thought-through dynamic shareholder valuation system, the to manage your start up equity that will prevent the almost always happens unhappy team conflict. There is no one size fit for all. We will take time to understand your unique situation and desires, and tailor your plan with our unique processes.

Over 60 Companies are already experiencing Peace of Mind, Power, and Freedom

Try It Yourself: Book a Free 30 minute Strategic Discovery Session via Zoom Video Meeting.