Ori Epstein, CPA
Tax Partner at Aprio, Technology Growth Advisor, Capital Raise Preparation, M&A Advisor, Stock Option Consultant
Who I work with
I work with C-level executives of technology companies, specifically in healthcare IT, pharma, medical devices and bioscience. Most of my clients are early-stage startups seeking investment or preparing to sell their businesses. If you are looking for assistance with getting your books investor-ready or need creative ways to get more cash into your business to increase your value to potential investors, let’s talk.
My specialty
I help technology companies successfully navigate growth. I provide innovative corporate and partnership tax strategies that support profitability. I can help you select the right equity incentives to attract and retain talent. I can help you increase cash flow and profitability through tax incentives and R&D tax credits. I can take the worry out of managing state and local sales tax risks, and I can help you prepare to raise capital and navigate the sale of your business.
Results I have delivered
Having served technology businesses of all sizes, my team and I offer a wealth of experience creating innovative strategies that deliver quantifiable results.
Unique things about me
I was the president of my senior class, and I plan the reunions every 10 years. We just celebrated our 20-year reunion. We organized a $7,500 budget to get that off the ground and had a great turnout!
When I am not at work
I have three kids who I love spending time with. We like to travel and our favorite destination to date is Spain. We can’t wait to travel again.
People say I am
Clients appreciate my patience, sense of humor and ability to explain complex accounting and tax concepts in simple terms.
Patient and funny
Affiliations
I earned my Master’s in Accounting and my Bachelor of Business Administration in Accounting from the University of Georgia’s Terry College of Business.