Author: Evan Lawson
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How to Build a Retirement Paycheck Without Running a Business
For many Scottsdale founders and business owners, retirement creates an unfamiliar question: where does the next paycheck come from when the company is no longer providing it? Selling, stepping away from, or handing off a business may create significant wealth, but wealth on a balance sheet is not the same thing as dependable monthly cash…
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The Biggest Financial Mistakes Entrepreneurs Make After Selling Their Business
Selling a business is often the biggest financial event of an entrepreneur’s life. For many founders in Scottsdale, the excitement of closing a deal can quickly give way to uncertainty about how to preserve, grow, and manage newly created wealth. The decisions made during the months after a sale often have a greater long-term impact…
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What to Do With the Proceeds From a Business Sale
Selling a business in the Phoenix metro often happens after decades of work, especially for founders across Scottsdale, Paradise Valley, and the East Valley who have built companies through multiple economic cycles. The moment the deal closes, the question shifts fast from growth to stewardship. What happens next with that liquidity will shape your family,…
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Retirement Planning for Business Owners: Beyond the Sale
For most people, retirement planning means contributing to a 401(k) and watching it grow over decades. But for business owners, the picture is far more complicated. Your business is likely your largest asset, your primary income source, and in many ways, your identity. When it comes to retirement planning for business owners, the strategies that…
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Your Retirement Planning What You Need To Know AXIOM Founders Family Office Armando Roman
00:00:02 In your retirement planning, you want to understand a few things that are really, really critical as you make that next big transition from working full-time to being retired full-time. It’s a major decision. A lot has to go into that entire thought process so that when it’s all said and done, you’ve made…
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Selling Your Business Reduce Taxes, Protect Wealth, Protect The Family SAM DIPIETRO ARMANDO ROMAN
00:00:02Hi, Armando Roman with Axium Founders Family Office here with Sam Dietro, attorney with the law firm Spencer Fain. Sam, how are you this morning? >> I’m doing well, Armando. How are you? >> Good, good. Hey, so I’m looking forward to this conversation with you. You and I have overlap in the types of…
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Selling Your Business with Jason Haar Bristlecone Trail ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE
00:00:02 Hi, Armand Roman here with Axiom Founders Family Office in Scottsdale this morning with Jason Far of Brisl Trail Partners. Jason, good morning. How are you? >> Good morning, Around. You got it right. So, good job. >> I had to rehearse your company name because, uh, I just wanted to make sure I…
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Scottsdale Founders Forum Spring 2025 ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE
00:00:01 So, Armando is the CEO of Axiom Founders Family Office, the family CFO and wealth management firm for Arizona founders and their families. As an entrepreneur, Armando has built and exited two businesses, a CPA firm serving closely held businesses and a niche management consulting firm. and he founded the Scottsdale Founders Forum, Arizona’s…
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Scottsdale Founders Forum Fall 2025 ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE
00:00:03and Megan, let’s go ahead and get started. Hello and welcome to the Scottsdale Founders Forum. My name is Miguel Raman. I am the administrative manager at Axiom Founders Family Office. It is my pleasure to introduce to you Armando Raman who will be your host for today’s event. Armando is the CEO of Axiom…
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Scottsdale Founders Forum Fall 2023 ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE
00:00:00 I’m Thomas Marky. I’m a CPA actually founders family office. Holy cow, how did we get here? Um, few years back, early spring, summer of 2020, anybody remember kind of what was happening, >> right? Our economy got shut down, pandemic, we started hearing the terms essential and non-essentials. Our business got called a…