S2 E17 -How Tech Tounders Can Future-Proof Their Finances

On this week's episode of Silicon Valley Impact, we explore how tech founders can future-proof their finances with a strategic lens on tax, growth, and planning.

Now, I’ll be honest—I’ve never loved accounting. But as a founder building Silicon Valley Venture, I’ve realized how critical it is to understand the numbers. That’s why I brought in the tax guys—to learn what I didn’t know I needed to know.

Today we sit down with the team from Withum, a forward-thinking advisory and accounting firm known for its deep expertise in technology and emerging growth sectors. As innovation accelerates, founders and tech executives face complex tax, planning, and compliance challenges—both personally and professionally. Withum’s dynamic approach goes far beyond traditional accounting, offering strategic insight, personalized tax planning, and a powerful network to help tech leaders stay ahead of the curve.

The truth is, growth, fundability, and successful exits all depend on financial clarity. Whether you're raising your first round or planning your next move, knowing your numbers isn’t just helpful—it’s non-negotiable.

Joining us are:

• Tanner Ellis, Business Development Manager, who brings 15 years of leadership to help clients navigate today’s business complexity with confidence.
• Daniel Krolikowski, CPA and specialist in founder stock, equity compensation, and private client services, offering tailored income tax strategies for high-growth tech leaders.
• Tony Panico, Partner and leader of Withum’s Founder's Group, with 27+ years of experience in tax compliance and planning for founders, closely held businesses, and high-net-worth individuals.

We also dive into timely wealth and tax strategies tech leaders should be thinking about right now:

• Qualified Small Business Stock (QSBS): How to unlock tax-free upside and protect founder gains
• New tax proposals + TCJA sunset: What founders and execs need to prepare for now
• Financial planning in volatile times: Why a strong plan—with stress testing—can keep you calm and on track
• Roth conversions & contributions: Down markets can be opportunity-rich—timing matters
• Tax return reviews: Using 2024 filings to uncover planning opportunities
• Wealth transfer strategies: GRATs, asset substitution, and gifting while values are low
• Refinancing insights: Rates hit lows recently—there could be real savings
• Equity comp planning: Why now might be a smart time to exercise options

📊 Whether you’re a founder navigating your first exit or a seasoned exec managing complex compensation, this episode is full of insights to help you anticipate what’s next—and act with clarity.

This and much more on Silicon Valley Impact!

 

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We’re grateful to our amazing partners — Withum (Accounting and Advisory professionals), Skidattl, and Salesbricks 🧱 — for their continued support and commitment to our shared vision. Your partnership helps fuel our growth and impact."

 

Disclaimer: The opinions expressed by the host and guests on Silicon Valley Impact are for entertainment purposes only and should not be considered financial advice or a solicitation. Listeners are encouraged to consult with a professional before making any financial or business decisions.