Technology
Technology companies thrive on innovation, but speed to market and funding pressures shape every decision. Strategic financial guidance helps you balance growth, risk, and long-term value.
Lumsden McCormick partners with startups and established technology companies to develop strategic financial and operational plans to achieve their objectives. We provide proactive insight on evolving regulations, support cash flow and tax planning, and help you manage the financial complexities of growth and commercialization.
Beyond compliance and planning, we connect clients with funding networks — including angel investors, venture capital, and private equity — and identify incentive programs that support innovation. Through our membership in the BDO Alliance USA, we also provide access to specialized industry expertise to help you compete in regional and global markets.
Latest Insight
New Tech, New Risks: How Nonprofits Can Stay Ahead
Emerging technologies like AI offer nonprofits powerful tools to improve efficiency, but they also introduce new cybersecurity risks. Engaging IT teams, tech-savvy board members, and expert advisors can help nonprofits strengthen controls while maximizing tech benefits.
Wealth Management
Industry Leaders
Hannah Borden
Manager
Michael Grimaldi
Partner
Kyle Januszkiewicz
Manager
Jordan Meagher
Manager
Lindsay Miller
Principal
Megan Morris-Smith
Principal
Douglas Muth
Partner
Kristin Ré
Principal
Jonathan Roller
Partner
Cameron Rosenecker
Manager
Ashley Sweeney
Manager
Courtland “Cory” Van Deusen V
Partner