Escalon Services

Financial literacy and wellness is a huge passion of mine so I'm partnering with Escalon Services to help founders prepare for their taxes on 3/11. Taxes are just an entry point to thinking about long term planning for founders around QSBS, 409a valuation, equity vs salary, and other best practices to futureproof your company's financial wellbeing. In the startup world, especially at the early stages, your startup's personal finances and your own personal finances are interlinked. Founders often make mistakes taking on personal financial burden for their company that negatively impact their personal credit score and financial wellbeing. We want to help you avoid those mistakes. Michael Carlino will be moderating a panel with our tax experts. We are pulling experts like wealth management experts like Ann Lucchesi, CFP?, CEP and Christopher Guarino, CFP? from FCB Wealth to offer you free personal tax prep advice! Yair Segev CFO from Escalon will offer company level tax filing advice. RSVP here to attend our event next Tuesday:

Exciting News! Alaa Ismail, Consulting CFO at Escalon Services, is joining Keiretsu Academy to speak on Mastering Financial Due Diligence: Key to Funding Success. Join the session to get expert insights into the financial side of smart investing and make informed decisions with confidence. Book your seat now: https://lnkd.in/dtmyubUV

Had a lovely time at the Fashion Commerce Innovation Summit with M13 at Google last week! ??? The event was full of insightful discussions on #AI in #fashion, tech-driven customer connections ??, and the future of distribution ??. It was a pleasure meeting new folks, reconnecting with past leadership Steven Schneider at Worthy.com, and running into our client Prince Ghosh of Pietra! ?? Big thanks to the M13 team for the invite and organizing such an inspiring event! ?? Looking forward to seeing how these ideas shape the future of fashion! #FashionInnovation #NYC #CPG #Networking Escalon Services

We’re completely redefining the traditional tech event. Startup events can feel… the same. Panels, name tags, awkward small talk. That’s not what we do. The Bulletpitch x Antler Tech Carnival?flips script—because the best conversations happen through shared experiences, not standing around a cocktail table. The concept is simple: select founders and our partners are given carnival booths, each tasked with creating a game or activation that ties into their product or brand. The carnival will have music, food, drinks, stilt walkers, a cash-catching booth, a drone game, exceptional people, and so much more. Our partners aren’t just sponsors—they’re part of the experience, bringing the same energy to their booths that they bring to supporting founders every day. Here’s a sneak peek at what’s in store: ?? Justworks – Payroll, benefits, and compliance can be overwhelming—but Justworks makes it refreshingly simple. Just like their approach to helping startups scale, they’re keeping things smooth, effortless, and refreshing with some well-earned popsicles. ?? Fidelity Private Shares – Managing your cap table shouldn’t be a guessing game, and neither should great swag. Just like they help founders prep for their next round with cap table management and equity modeling, they’re making sure you walk away with some top-tier souvenirs. ??? Notion – The best startups keep everything in one place—notes, documents, projects, and more. Notion is trusted and loved by thousands of startups as their connected workspace — from building product roadmaps to tracking fundraising to onboarding new hires. At the carnival, they’re bringing that vision to life with an interactive self-portrait experience in their famous AI avatar format—because the best ideas start when you are integrated into the product experience. ?? Banc of California – Every founder needs to be elevated, and Banc of California is there from the early days—offering free accounts, startup perks, and non-dilutive venture debt. At the carnival? They’ve got an exceptional activation to elevate the carnival—in the same way they elevate your startup. ?? Escalon Services, LLC – Startups juggle a million things at once which is why fractional support is critical. Escalon helps founders relieve their stress by offloading everything from bookkeeping to CFO-level strategy, so they can focus on building. At the carnival, they’re giving you a different kind of release: axe throwing. This isn’t just another event—it’s an experience for the best of the best. Sign up using the link in the comments and see you in Austin. ??