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Medtech

The Medtech industry is a continuously evolving industry full of innovators, regulators, and others alike. LB Carlson will be your strategic partner throughout your entire process assisting with important daily decisions, designing and implementing new business models, and offering up a whole array of other expert advice that impacts this industry on a daily basis so you can achieve your ultimate goal.

Industry-Specific Services

The seasoned professionals of LB Carlson strive to become an integral part of your management team. You can expect our experienced staff to provide an array of services to help you take your business farther:

Consulting

  • Start-up of companies
  • Merger and acquisitions
  • Preparing for and Sale of business
  • Stock Options/Deferred Compensation
  • Cash Management/Budgeting
  • Financing

Accounting Services Support

  • Day to day activity/monthly/annual
  • Payroll processing
  • Contract controller or CFO services

Valuations

  • Growth/investors
  • Buy sell agreement compliance
  • Litigation support
  • Stock Option value

Attest Services

  • Compilation
  • Review
  • Audit
  • Agreed Upon Procedures

Tax

  • Planning
  • Compliance
  • Representation
  • Research and Development Credits

Related Posts

Weighing the risks

Weighing the risks vs. rewards of a mezzanine loan

To say that most small to midsize businesses have at least considered taking out a loan this year would probably be an understatement. The economic impact of the COVID-19 pandemic has lowered many companies’ revenue but may have also opened opportunities for others to expand or pivot into more profitable areas.

If your company needs working capital to grow, rather than simply survive, you might want to consider a mezzanine loan. These arrangements offer relatively quick access to substantial funding but with risks that you should fully understand before signing on the dotted line.

SBA issues interim final rule on PPP

On May 23, the Small Business Administration (SBA) issued an interim final rule for the Paycheck Protection Program (PPP) that included the loan forgiveness application guidance released May 15, as well as other updated guidance.

PPP Forgiveness Form Released by SBA, Includes Changes

The Small Business Administration (SBA) has released its long-awaited Paycheck Protection Program (PPP) forgiveness form for borrowers. The release on May 15 brought with it significant changes to the interpretation of some components of forgiveness that were not previously known.  

IRS Clarifies Payroll Tax Deferral Relief and Expands Relief for those Using the PPP

The CARES Act allows all employers to defer the deposit and payment of the employer’s share of social security (SS) taxes (6.2%) and self-employed individuals to defer payment of certain self-employment taxes.  The timing of the deferral will depend in whether or not the employer receives a loan under the Payroll Protection Program

Lease Standard

On April 8, 2020, the Financial Accounting Standards Board voted to delay the effective date of ASC 842, Leases, an additional year.