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
CAPE Opens in ACE: What Importers Need to Know About IEEPA Refund Processing
U.S. Customs and Border Protection (CBP) activated the Consolidated Administration and Processing of Entries (CAPE) functionality in the Automated Commercial Environment (ACE) on April 20, 2026, marking the first operational mechanism for processing refunds of duties paid under tariffs illegally imposed pursuant to the International Emergency Economic Powers Act (IEEPA).
Wealth Management
Industry Leaders
Hannah Borden
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Michael Grimaldi
Partner
Kyle Januszkiewicz
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Jordan Meagher
Manager
Lindsay Miller
Principal
Megan Morris-Smith
Principal
Douglas Muth
Partner
Kristin Ré
Principal
Jonathan Roller
Partner
Cameron Rosenecker
Manager
Ashley Sweeney
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Courtland “Cory” Van Deusen V
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