In this episode of Beyond the Ledger, host Shardae Layfield sits down with Stephen Bradshaw, Partner in Bennett Thrasher’s State & Local Tax practice, and Stephan Jiminez, Domestic Indirect Tax Lead at Anrok, to explore one of the most underestimated risks in the software industry- sales tax and compliance for SaaS businesses.

Together, they reveal how unnoticed sales tax exposure can quietly reduce valuation, stall deals during due diligence, and lead to costly surprises for founders and CFOs. From automation and audit readiness to voluntary disclosure agreements and partnership best practices, the conversation offers a clear roadmap for scaling software companies to stay compliant and protect enterprise value.

Listeners will learn:

• Why buyers prioritize sales tax in due diligence
• How exposure impacts cash flow and deal proceeds
• When to consider voluntary disclosure agreements (VDAs)
• Common pitfalls in tax automation and implementation
• How collaboration between firms like Bennett Thrasher and Anrok drives better compliance outcomes

Whether your SaaS company is preparing for growth, raising capital, or planning an exit, this episode offers practical insights to help leaders get compliance right before it’s too late.

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