FOUNDER’S
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- Exit Planning for Entrepreneurs (Scottsdale Founders Forum)
Hosted by Armando Roman Exit Planning for Entrepreneurs (Scottsdale Founders Forum) In this special episode of the Founder’s Guide Post, we bring you a front-row seat to a powerful live… Read more: Exit Planning for Entrepreneurs (Scottsdale Founders Forum) - A Family Office Before Or After Selling Your Business With Armando Roman And Guest Host, Catherine Anaya
Hosted by Armando Roman A Family Office Before Or After Selling Your Business With Armando Roman And Guest Host, Catherine Anaya In Ep. #62 of the #FoundersGuidepost Podcast, Catherine Anaya,… Read more: A Family Office Before Or After Selling Your Business With Armando Roman And Guest Host, Catherine Anaya - Selling Your Business Through Franchising with Christina Noyes
Hosted by Armando Roman Selling Your Business Through Franchising with Christina Noyes In Ep. #61 of the #FoundersGuidePost Podcast, I sat down with Christina Noyes, a top legal expert in… Read more: Selling Your Business Through Franchising with Christina Noyes - Dr. Dan Wool – Naturopathic Physician…Fix Your Gut, Solve Your Health
Hosted by Armando Roman Dr. Dan Wool – Naturopathic Physician…Fix Your Gut, Solve Your Health In Ep. #60 of the #FoundersGuidePost Podcast, we take a fresh look at what it… Read more: Dr. Dan Wool – Naturopathic Physician…Fix Your Gut, Solve Your Health - Uncertain About 2025? A Few Things to Consider For Your Business and Family with Armando Roman
Hosted by Armando Roman Uncertain About 2025? A Few Things to Consider For Your Business and Family with Armando Roman In Ep. #59 of the #FoundersGuidePost Podcast, I talk about… Read more: Uncertain About 2025? A Few Things to Consider For Your Business and Family with Armando Roman - M&A Attorney’s Proven Tactics to Walk Away Wealthier when Selling Your Business with Wesley Robinson
Hosted by Armando Roman M&A Attorney’s Proven Tactics to Walk Away Wealthier when Selling Your Business with Wesley Robinson In the #58 episode of the #FoundersGuidePost Podcast, I sat down… Read more: M&A Attorney’s Proven Tactics to Walk Away Wealthier when Selling Your Business with Wesley Robinson - Selling Your Business Made Easier with Strategic PR with Josh Weiss
Hosted by Armando Roman Selling Your Business Made Easier with Strategic PR with Josh Weiss In Ep. #57 of the #FoundersGuidePost Podcast, I had the chance to chat with Josh… Read more: Selling Your Business Made Easier with Strategic PR with Josh Weiss - The Cold Stone Blueprint For Selling Your Business with Doug Ducey
Hosted by Armando Roman The Cold Stone Blueprint For Selling Your Business with Doug Ducey Ready to plan your perfect business exit? Prepare for a once in a lifetime exit… Read more: The Cold Stone Blueprint For Selling Your Business with Doug Ducey - 10 Questions Founders Ask Before Selling Their Business
Hosted by Armando Roman 10 Questions Founders Ask Before Selling Their Business Ready to plan your perfect business exit? Prepare for a once in a lifetime exit and secure your… Read more: 10 Questions Founders Ask Before Selling Their Business - What to do After The Passing of a Loved One (Legal, Tax and Financial Planning Requirements)
Hosted by Armando Roman What to do After The Passing of a Loved One (Legal, Tax and Financial Planning Requirements) In Ep. 54 of the #FoundersGuidePost Podcast, I speak with: … Read more: What to do After The Passing of a Loved One (Legal, Tax and Financial Planning Requirements) - Proven Strategies for Growing and Selling Your Business
Hosted by Armando Roman Proven Strategies for Growing and Selling Your Business with John McAdam In Ep. 53 of the #FoundersGuidePost Podcast, I sat down with John McAdam, managing partner… Read more: Proven Strategies for Growing and Selling Your Business - Engaging Experts Early is the Key to Selling Your Business (Scottsdale Founders Forum)
Hosted by Armando Roman Engaging Experts Early is the Key to Selling Your Business (Scottsdale Founders Forum) In Ep. 52 of the #FoundersGuidePost Podcast, we revisit the Fall ’22 Scottsdale… Read more: Engaging Experts Early is the Key to Selling Your Business (Scottsdale Founders Forum) - How to Maximize Value When Selling Your Business with Marcus Sipolt
Hosted by Armando Roman How to Maximize Value When Selling Your Business with Marcus Sipolt In Ep. #51 of the #FoundersGuidePost Podcast, Business Consultant, Marcus Sipolt, takes us through his… Read more: How to Maximize Value When Selling Your Business with Marcus Sipolt - Expert Advice You’ll Need When Selling Your Business (Scottsdale Founders Forum)
Hosted by Armando Roman Expert Advice You’ll Need When Selling Your Business (Scottsdale Founders Forum) In Ep. #50 of the #FoundersGuidepostPodcast, we release the Spring 2022 Scottsdale Founders Forum event,… Read more: Expert Advice You’ll Need When Selling Your Business (Scottsdale Founders Forum) - Planning for the 2026 Estate Tax Changes when Selling Your Business with Sam DiPietro
Hosted by Armando Roman Planning for the 2026 Estate Tax Changes when Selling Your Business with Sam DiPietro In Ep. #49 of the #FoundersGuidePost Podcast, I sit down with Sam… Read more: Planning for the 2026 Estate Tax Changes when Selling Your Business with Sam DiPietro - Building WebPT into a Multi-Million Dollar Industry Leader with Heidi Jannenga
Hosted by Armando Roman Building WebPT into a Multi-Million Dollar Industry Leader with Heidi Jannenga In Ep. #48 of the Founder’s Guide Post Podcast, Heidi Jannenga details her journey in… Read more: Building WebPT into a Multi-Million Dollar Industry Leader with Heidi Jannenga - Questions Founders Ask if They Have Never Sold Before – Part 3
Hosted by Armando Roman Questions Founders Ask if They Have Never Sold Before – Part 3 In the latest episode of the #FoundersGuidePost Podcast, we’ll explore the third part of… Read more: Questions Founders Ask if They Have Never Sold Before – Part 3 - Questions Founders Ask if They Have Never Sold Before – Part 2
Hosted by Armando Roman Questions Founders Ask if They Have Never Sold Before – Part 2 In Ep. #46 of the #FoundersGuidePost Podcast, I dive into the Scottsdale Founders Forum… Read more: Questions Founders Ask if They Have Never Sold Before – Part 2 - Questions Founders Ask If They Have Never Sold A Business Before
Hosted by Armando Roman Questions Founders Ask If They Have Never Sold A Business Before In episode #45 of the #FoundersGuidePost Podcast, I take you through insights from the Scottsdale… Read more: Questions Founders Ask If They Have Never Sold A Business Before - Estate Planning Essentials Before Selling Your Business
Hosted by Armando Roman Estate Planning Essentials Before Selling Your Business In episode #44 of the #FoundersGuidePost Podcast, my business partner, Tom Marki, and I cover the important estate planning… Read more: Estate Planning Essentials Before Selling Your Business - Strategic Financial Insights for Selling Your Business with Neil Patel
Hosted by Armando Roman Strategic Financial Insights for Selling Your Business with Neil Patel In Ep. #43 of the #FoundersGuidePost Podcast, I had the pleasure to sit down and talk… Read more: Strategic Financial Insights for Selling Your Business with Neil Patel - Navigating the Emotional and Practical Sides of Selling Your Business with Bradley Scott
Hosted by Armando Roman Navigating the Emotional and Practical Sides of Selling Your Business with Bradley Scott In Ep. #42 of the #FoundersGuidePost Podcast, I had the pleasure to sit… Read more: Navigating the Emotional and Practical Sides of Selling Your Business with Bradley Scott - Optimize Your Small Business Financials before Selling Your Business with Gerhard Kratzer
Hosted by Armando Roman Optimize Your Small Business Financials Before Selling Your Business with Gerhard Kratzer In episode #41 of the #FoundersGuidePost Podcast, I had the chance to sit down… Read more: Optimize Your Small Business Financials before Selling Your Business with Gerhard Kratzer - 20 Issues You Should Consider When Planning For The Sale Disposition Or Succession Of Your Business
Hosted by Armando Roman 20 Issues You Should Consider When Planning For The Sale Disposition Or Succession Of Your Business DOWNLOAD THE CHECKLIST In episode #40 of the #FoundersGuidePost Podcast,… Read more: 20 Issues You Should Consider When Planning For The Sale Disposition Or Succession Of Your Business - Understanding Financial Literacy Before Selling Your Business with Sharon Lechter
Hosted by Armando Roman Understanding Financial Literacy Before Selling Your Business with Sharon Lechter In the #39 episode of the #FoundersGuidePost, I had the pleasure to talk with Sharon Lechter.… Read more: Understanding Financial Literacy Before Selling Your Business with Sharon Lechter - Learn to Plan Before Selling Your Business with Brian Burt
Hosted by Armando Roman Learn to Plan Before Selling Your Business with Brian Burt In the #38 episode of the #FoundersGuidePost, I had the pleasure to sit down and chat… Read more: Learn to Plan Before Selling Your Business with Brian Burt - Grow Top Line Revenues before Selling Your Business with Tony Wiedenski
Hosted by Armando Roman Grow Top Line Revenues Before Selling Your Business with Tony Wiedenski In episode #37 of the Founder’s Guidepost Podcast, I sat down with Tony Wiedenski, founder… Read more: Grow Top Line Revenues before Selling Your Business with Tony Wiedenski - Understanding how to Make a Strategic Exit When Selling Your Business with Harold J. Faig
Hosted by Armando Roman Understanding How to Make a Strategic Exit When Selling Your Business with Harold J. Faig In episode #36 of the Founder’s Guidepost Podcast, I had the… Read more: Understanding how to Make a Strategic Exit When Selling Your Business with Harold J. Faig - Expert First Time Sellers Advice When Selling Your Business with Investment Banker Mark Young
Hosted by Armando Roman Expert First Time Sellers Advice When Selling Your Business with Investment Banker Mark Young In Episode #35 of the Founder’s Guide Post Podcast, I had the… Read more: Expert First Time Sellers Advice When Selling Your Business with Investment Banker Mark Young - Considering an ESOP When Selling Your Business with John Chionchio
Hosted by Armando Roman Considering an ESOP When Selling Your Business with John Chionchio In Episode #34 of the Founder’s Guide Post Podcast, I had the opportunity to sit down… Read more: Considering an ESOP When Selling Your Business with John Chionchio - Thinking of Family, Finances, and Future Planning when Selling your Business with Richard Dickens
Hosted by Armando Roman Thinking of Family, Finances, and Future Planning when Selling your Business with Richard Dickens In Episode #33 of the Founder’s Guide Post Podcast, I sat down… Read more: Thinking of Family, Finances, and Future Planning when Selling your Business with Richard Dickens - Understanding Representation and Warranty Insurance when Selling Your Business with Gaurav Sud
Hosted by Armando Roman Understanding Representation and Warranty Insurance when Selling Your Business with Gaurav Sud In episode #32 of the Founder’s Guide Post Podcast, I had a conversation with… Read more: Understanding Representation and Warranty Insurance when Selling Your Business with Gaurav Sud - Leadership and Trust: Essential Pillars in Building Your Business with Paul Smiley
Hosted by Armando Roman Leadership and Trust: Essential Pillars in Building Your Business with Paul Smiley In episode #31 of the Founder’s Guide Post Podcast with Paul Smiley, CEO and… Read more: Leadership and Trust: Essential Pillars in Building Your Business with Paul Smiley - Confidentiality and Considerations When Selling Your Business with May Lu
Hosted by Armando Roman Confidentiality and Considerations When Selling Your Business with May Lu In this episode with May Lu from Tiffany and Bosco P.A., In this interview, May and… Read more: Confidentiality and Considerations When Selling Your Business with May Lu - Success in Selling Your Business: The Financial Roadmap with Mike Olson
Hosted by Armando Roman Success in Selling Your Business: The Financial Roadmap with Mike Olson In this episode with Mike Olson from WealthPoint, we talk about how crucial it is… Read more: Success in Selling Your Business: The Financial Roadmap with Mike Olson - Navigating Business Distress when Selling Your Business with Jerry Foster
Hosted by Armando Roman Navigating Business Distress when Selling Your Business with Jerry Foster In this episode with Jerry Foster from Resolute Commercial, we learned about their vital role in… Read more: Navigating Business Distress when Selling Your Business with Jerry Foster - Why A Board of Directors is Important When Selling Your Business with Michael Montelongo
Hosted by Armando Roman Why A Board of Directors is Important When Selling Your Business with Michael Montelongo In this episode with Michael Montelongo, we discuss the necessity of board… Read more: Why A Board of Directors is Important When Selling Your Business with Michael Montelongo - How To Create a Legal Team of Advisors When Selling Your Business with Steve Boatwright
Hosted by Armando Roman How To Create a Legal Team of Advisors When Selling Your Business with Steve Boatwright In this episode I talk to Steve Boatwright, an attorney specialized… Read more: How To Create a Legal Team of Advisors When Selling Your Business with Steve Boatwright - Why The Valuation Process Is So Important Before Selling Your Business with Lynton Kotzin
Hosted by Armando Roman Why The Valuation Process Is So Important Before Selling Your Business with Lynton Kotzin On today’s show I have business valuation expert, Lynton Kotzin of JS… Read more: Why The Valuation Process Is So Important Before Selling Your Business with Lynton Kotzin - Why You Should Consider an ESOP Before Selling Your Business with Abran Villegas, CEPA
Beyond the financial perks, ESOPs also offer benefits that can be invaluable for someone who has spent years or decades building a company. These plans allow you to preserve the company’s culture and legacy, keeping the business local and preventing out-of-state takeovers. - Securing Your Financial Future Before Selling Your Business: The Secrets to Safeguarding Business Sale Proceeds with Ike Devji
I talk to asset protection attorney, Ike Devji, on safeguarding assets, particularly after selling a business. Ike stresses the necessity for business owners and individuals to robustly secure their assets. - Protecting Intellectual Property Before Selling Your Business Sandra Etherton
Sandra explains that intellectual property, which includes trademarks, contracts, trade secrets, copyrights, and patents, holds significant value and can greatly impact a company’s success and longevity. - How to Protect Your Family & Your Business with Richard Keyt
Despite taking measures like creating a will or implementing security systems, you may still be exposed to risks that could jeopardize your loved ones and your hard-earned business. - Considerations When Selling Your Business with Jim Afinowich: Merger and Acquisition Intermediary
One crucial aspect of selling a business is timing. Identifying the right moment to plan your business exit can significantly impact the outcome of your sale. - Legal Considerations Before Selling Your Business with Phil Guttilla
any business owners fall prey to the common misconceptions surrounding the legal considerations of selling their company. - The Art of Valuation When Selling Your Business with Lena Dalbey
Hosted by Armando Roman The Art of Valuation When Selling Your Business with Lena Dalbey Do you want to secure the highest possible value for your business while also finding… Read more: The Art of Valuation When Selling Your Business with Lena Dalbey - Understanding the 5 Obsessions of an Elite Organization, a Must Do, Before Selling Your Business
Hosted by Armando Roman Understanding the 5 Obsessions of an Elite Organization, a Must Do, Before Selling Your Business Do you strive to cultivate a thriving organization with significant progress?… Read more: Understanding the 5 Obsessions of an Elite Organization, a Must Do, Before Selling Your Business - Understand The Business Sale Process Before Selling Your Business with Bill Koenig
Hosted by Armando Roman Understand The Business Sale Process Before Selling Your Business with Bill Koenig In this episode of the Founders Guide Post Podcast, Bill Koenig shares his expertise on… Read more: Understand The Business Sale Process Before Selling Your Business with Bill Koenig - The Power of ESOPs: Considerations When Selling Your Business with Darren Gleeman
Are you weary of trying to figure out the best way to exit your business tax-efficiently and benefit your employees? - Capital Efficiency Mastery: Business Optimization Tips Before Selling Your Business with Joyce Hrinya
A successful business exit requires optimization in several key areas, including stability, intrinsic value, and capital efficiency. By focusing on these areas, business owners can maximize their company’s value and prepare for a smooth sales process. - An Exit Focused Retirement Plan Before or After Selling Your Business with Henry DeSpain
Hosted by Armando Roman An Exit Focused Retirement Plan Before or After Selling Your Business with Henry DeSpain Henry DeSpain is a retirement plan expert who specializes in helping business… Read more: An Exit Focused Retirement Plan Before or After Selling Your Business with Henry DeSpain - Leadership Strategies When Selling Your Business with Donald Laughlin
Hosted by Armando Roman Leadership Strategies When Selling Your Business with Donald Laughlin Donald Laughlin is an experienced consultant and author of four books on leadership, strategic planning, operational excellence,… Read more: Leadership Strategies When Selling Your Business with Donald Laughlin - Considerations Before Selling Your Business, a Conversation with Business Attorney Tabatha LaVoie
Hosted by Armando Roman Considerations Before Selling Your Business, a Conversation with Business Attorney Tabatha LaVoie Tabatha Lavoie is a corporate attorney who specializes in helping business owners navigate the… Read more: Considerations Before Selling Your Business, a Conversation with Business Attorney Tabatha LaVoie - Before Selling Your Business, Address Risk & Create a Solid Financial Story with Ryan Weissmueller
Hosted by Armando Roman Before Selling Your Business, Address Risk & Create a Solid Financial Story with Ryan Weissmueller Ryan Weissmueller founded Fintrepid Solutions with the mission of helping entrepreneurs… Read more: Before Selling Your Business, Address Risk & Create a Solid Financial Story with Ryan Weissmueller - Unlock the Power of Process Before Selling Your Business with Heidi Berger of Process Optimizer
Hosted by Armando Roman Unlock the Power of Process Before Selling Your Business with Heidi Berger of Process Optimizer Heidi Berger has spent years in finance analysis, strategic planning and… Read more: Unlock the Power of Process Before Selling Your Business with Heidi Berger of Process Optimizer - Getting Growth Capital Before Selling Your Business with Delilah Panio
Hosted by Armando Roman Getting Growth Capital Before Selling Your Business with Delilah Panio Delilah Panio is the Vice President of US Capital Formation for the Toronto Stock Exchange and… Read more: Getting Growth Capital Before Selling Your Business with Delilah Panio - Unlock Powerful Growth & Cash Flow Strategies to Boost Profits and Efficiency with Jessica Holsapple
Hosted by Armando Roman Unlock Powerful Growth & Cash Flow Strategies to Boost Profits and Efficiency with Jessica Holsapple Jessica Holsapple is a business guide and consultant that helps business… Read more: Unlock Powerful Growth & Cash Flow Strategies to Boost Profits and Efficiency with Jessica Holsapple - Charitable Giving When Selling Your Business with Kimberly Kur
Hosted by Armando Roman Charitable Giving When Selling Your Business with Kimberly Kur When selling your business, if you have charitable goals, tax reduction goals, retirement income goals, family sticking… Read more: Charitable Giving When Selling Your Business with Kimberly Kur - Resolve Family Business Matters Before Selling Your Business with Leslie Dashew
Hosted by Armando Roman Resolve Family Business Matters Before Selling Your Business with Leslie Dashew Your family-owned business has challenges that only a family-owned business faces. Resolve those challenges before… Read more: Resolve Family Business Matters Before Selling Your Business with Leslie Dashew - Selling China Mist Tea Brands with Dan Schweiker
Hosted by Armando Roman Selling China Mist Tea Brands with Dan Schweiker Thinking of selling your business? You owe it to yourself to listen to this conversation with Dan Schweiker… Read more: Selling China Mist Tea Brands with Dan Schweiker - When Selling Your Business with John Farr, Investment Banker
Hosted by Armando Roman When Selling Your Business with John Farr, Investment Banker When you sell, you are up against professional buyers. Get a professional seller on your team. Get… Read more: When Selling Your Business with John Farr, Investment Banker - Before Selling Your Business, Grow It; Conversation With Katina Koller, Executive Coach.
Hosted by Armando Roman Before Selling Your Business, Grow It; Conversation With Katina Koller, Executive Coach “Rally the hearts and minds of your team and maximize your business value.” –Katina… Read more: Before Selling Your Business, Grow It; Conversation With Katina Koller, Executive Coach. - Considerations When Selling Your Business with Mike Patterson: Mergers and Acquisitions Attorney
Hosted by Armando Roman Considerations When Selling Your Business with Mike Patterson: Mergers and Acquisitions Attorney On today’s show we have Mike Patterson to talk about considerations when selling your… Read more: Considerations When Selling Your Business with Mike Patterson: Mergers and Acquisitions Attorney
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Hosted by Armando Roman
Armando is CEO and Founder of AXIOM Founders Family Office, Inc., a wealth management firm and multi-family office that uses a comprehensive process to help a Founder address each of their key areas of concern: making smart decisions about their money, preserving wealth, mitigating taxes, taking care of heirs, helping ensure assets are not unjustly taken through litigation, magnifying charitable gifts and navigating a successful exit of their business. Overseeing and coordinating an experienced network of professional advisors, AXIOM helps a client maximize the probability of achieving everything that is most important to them. AXIOM Founders Family Office, Inc. is a registered investment advisor licensed or exempt from state registration in all states in which it operates.
“The Founders Guidepost provides conversations with experts to help you, the Founder, have a more successful exit from your business, to help preserve your American Success story.”
ALL CONTENT IS INFORMATIONAL ONLY, NOT TO BE TAKEN AS TAX OR LEGAL ADVICE. FOR TAX AND LEGAL ADVICE, SEEK APPROPRIATE COUNSEL.