From navigating complex tax laws to scaling your operations, our team of advisors offers integrated solutions that help you streamline your finances, mitigate risks, and capitalize on opportunities for growth.

We work with a diverse range of technology companies at various stages of growth. Our services are ideal for:

Whether you are a founder with a fledgling idea or a leader at a growing tech firm, OMNI 360 Advisors provides strategic financial support to help you manage growth, minimize taxes, and maximize profitability.

Technology businesses often experience rapid growth and constantly shifting market demands. At OMNI 360 Advisors, we offer a comprehensive suite of services designed to meet the specific needs of tech companies and support long-term stability.

Tech companies are eligible for various tax incentives, including Research & Development (R&D) tax credits, which can significantly reduce liabilities. Our tax advisors help you optimize available credits, ensuring your R&D investments are rewarded while remaining compliant with federal and state tax laws.

With unpredictable revenue streams, especially for startups and SaaS businesses, managing cash flow is a priority. We help you forecast revenue, monitor receivables, and maintain sufficient working capital to manage day-to-day operations while funding growth opportunities.

Choosing the right business entity—LLC, S-Corp, C-Corp—has major implications for tax efficiency, ownership structure, and legal protection. We guide tech companies through entity selection, ensuring the structure supports your long-term growth goals while maintaining tax advantages.

Whether you’re seeking seed funding, venture capital, or private equity, we help you secure the necessary capital to scale your business. Our team works with you to create a solid funding strategy, preparing your financials and business model for investor scrutiny.

For many tech companies, the leadership team is the driving force. We assist founders and key personnel with personal financial planning, including equity compensation strategies, stock options, and retirement planning, ensuring both personal and business wealth are aligned.

Tech firms often offer stock options or equity-based compensation to employees and executives. We help you navigate the complexities of stock option taxation, vesting schedules, and liquidity events to ensure your team’s compensation aligns with your business objectives.

Whether you’re looking to acquire another tech firm, sell your company, or go public, we provide strategic advice to help you prepare for mergers and acquisitions. We assist with valuation, tax implications, and post-sale strategies, ensuring a smooth transition and maximum value.

Technology companies face unique risks, including data breaches and intellectual property protection. We evaluate your risk profile and recommend appropriate insurance coverage, including cybersecurity and intellectual property insurance, to safeguard your business.

Tech-Savvy Financial Expertise
Our team understands the nuances of the technology industry. From SaaS and startups to established enterprises, we provide solutions that address the fast-paced and innovative nature of tech businesses.

Tailored Financial Strategies
We don’t provide one-size-fits-all solutions. Every tech company is unique, and we craft personalized strategies that support your specific business model, growth stage, and financial goals.

Comprehensive, Integrated Support
From tax strategy to cash flow management, R&D credits to investment consulting, we offer a full range of services under one roof, providing a cohesive approach to managing your technology business’s finances.

Scalable Solutions for Growth
As your tech business grows, your financial needs evolve. We provide scalable solutions that grow with you, helping you manage expansion, navigate funding rounds, and prepare for future transitions.

Focused on Long-Term Success
At OMNI 360 Advisors, we focus on building sustainable financial health. We work with you to create strategies that support long-term success, not just short-term gains.

In the tech industry, innovation and financial strategy go hand in hand. At OMNI 360 Advisors, we help you manage your finances as efficiently as your operations, providing the insight and expertise needed to scale your tech business, secure investment, and navigate complex tax landscapes.

Whether you’re a startup founder or an executive in an established tech firm, OMNI 360 Advisors is here to provide the strategic financial advice you need to take your business to the next level.

Call (609) 452-0889 or contact us online to schedule your complimentary consultation today.

How we do business – ADV Part 3 – CRS (Please see attached document)

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