The Medtech industry is a continuously evolving industry full of innovators, regulators, and others alike. Carlson Advisors 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 Carlson Advisors 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:


  • 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


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

Attest Services

  • Compilation
  • Review
  • Audit
  • Agreed Upon Procedures


  • Planning
  • Compliance
  • Representation
  • Research and Development Credits

Contact us today:


What clients say

We just recently received approval for our ProACT device to treat stress urinary incontinence. This has been over a 17 year process. Carlson Advisors has been an integral part of helping us to complete this process. They have assisted with managerial decision making, cash management, stock options, financial forecasting, research and development credit, contract CFO and other related tax work. Our success would not have been possible without Carlson Advisors being our strategic partner.

Timothy C. Cook, PhD, President and CEO
Uromedica, Inc.

Industry Involvement

Medtech Events