Our end-to-end financial advisory services are designed to support research-driven companies by combining tax optimization, financial planning, compliance support, and business strategy in one cohesive approach.

We work with a wide range of life sciences organizations across the biotechnology, medical technology, and healthcare innovation sectors. Our clients include:

Whether your company is in the early stages of R&D or preparing to scale globally, OMNI 360 Advisors delivers customized financial solutions that meet the demands of your highly specialized industry.

Life sciences companies operate in a fast-paced, innovation-driven environment where financial missteps can derail progress. We provide comprehensive financial services that help you plan, fund, and grow your operations while ensuring compliance and fiscal stability.

Companies in the life sciences industry often invest heavily in research and development. We help you capture valuable federal and state R&D tax credits to reduce your overall tax burden. Our tax professionals develop tailored strategies that align with your funding structure, intellectual property considerations, and long-term financial goals.

Life sciences businesses often rely on a mix of venture capital, government grants, and institutional partnerships to fund innovation. We assist in sourcing and applying for grants, crafting investor-ready financial materials, and planning capital allocation to ensure your funding supports sustained growth.

Maintaining financial and operational compliance is essential in this highly regulated industry. We help you stay audit-ready and aligned with FDA, HIPAA, SEC, and other regulatory bodies by establishing proper financial controls, reporting practices, and internal policies that meet evolving compliance standards.

From clinical trial costs to product launch projections, life sciences companies need precise financial models that evolve with their business. We work with you to develop long-term forecasts, scenario analyses, and detailed budgets that support investor relations, funding rounds, and strategic planning initiatives.

Whether forming a new venture, restructuring a division, or scaling through international markets, our advisors help you establish the right business entity and operational model. We consider liability protection, tax efficiency, and global compliance to set a strong foundation for sustainable expansion.

Balancing high burn rates with irregular revenue cycles is a major challenge for life sciences firms. We help you maintain healthy cash flow through disciplined budgeting, expense tracking, and capital planning. Our advisors work with your executive team to ensure that financial resources are allocated effectively across departments and development stages.

Your research and innovations are your most valuable assets. We provide strategic financial guidance around IP valuation, licensing deals, royalties, and partnership negotiations, ensuring your intellectual property generates long-term financial benefit and is properly protected.

As life sciences companies mature, many look to expand through acquisitions, joint ventures, or partnerships. We guide you through every phase of a deal—from due diligence to financial modeling, valuation, and post-deal integration. Our support ensures transactions align with your long-term growth objectives and risk profile.

We understand the life sciences ecosystem—from preclinical trials to product launch. Our expertise spans biotechnology, medical devices, diagnostics, and more, giving us the insights to create financial strategies that fit your exact business model.

Our advisory team includes tax professionals, financial planners, and compliance specialists who work together to deliver holistic solutions. We don’t just address your current financial needs—we anticipate what’s next.

Every life sciences company is different. Whether you’re focused on precision medicine, digital health, or breakthrough therapies, we tailor our approach to your mission, funding structure, and go-to-market strategy.

We help you stay ahead of financial, regulatory, and operational risks—while also advising on ways to convert those challenges into competitive advantages.

OMNI 360 Advisors is more than a service provider—we’re a strategic partner invested in your long-term success. We grow with you, offering consistent support as you transition through each stage of development and scale.

The future of medicine, diagnostics, and biotechnology depends on more than innovation—it requires strategic financial stewardship. OMNI 360 Advisors is here to help life sciences companies navigate today’s challenges and prepare for tomorrow’s opportunities.

Contact OMNI 360 Advisors today to learn how our financial advisory services can help your life sciences company innovate with confidence and grow with clarity.

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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