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Michael Valerio

Michael Valerio

Partner and Technology Industry Practice Leader

As Technology Industry Practice Leader, Michael leads the Firm’s efforts in serving growing, innovative companies in the technology sector through advisory, assurance, and tax services. He develops and executes growth strategies for software, FinTech, IT, biotechnology, and cybersecurity companies. Responsible for leading the Firm’s experienced team of technology-focused professionals, Michael provides guidance on a wide range of services offered to clients in the industry, to include: System and Organization Controls (SOC) reporting; sales & use tax strategies; federal Research & Development (R&D) tax credits; and financial due diligence. 

An accounting professional since 2002, Michael has extensive experience providing audit and business advisory services to clients primarily in the emerging technology, SaaS, biotechnology and tech-enabled business service industries, to include development enterprises, venture capital-backed companies and multinational companies ranging from pre-revenue up to $500 million. Clients depend on him for assistance with diverse accounting matters, including revenue recognition, complex equity transactions, business combinations, and Sarbanes-Oxley compliance. 

In addition to traditional audit and consulting services, Michael works with clients on various special projects, including assistance with raising capital, internal control documentation, and merger and acquisition transactions.