
AXIOM Family Office & Wealth Management Guides
- FGP 59: Uncertain About 2025? A Few Things to Consider For Your Business and Family with Armando Roman[Speaker 1] (0:00 – 33:55)You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Hi, I’m Armando Roman, Family CFO at Axiom Founders Family Office, a wealth management… Read more: FGP 59: Uncertain About 2025? A Few Things to Consider For Your Business and Family with Armando Roman
- FGP 58: M&A Attorney’s Proven Tactics to Walk Away Wealthier when Selling Your Business with Wesley RobinsonArmando (0:00 – 1:19)You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Hi, I’m Armando Roman, Family CFO at Axiom Founders Family Office, a wealth management firm… Read more: FGP 58: M&A Attorney’s Proven Tactics to Walk Away Wealthier when Selling Your Business with Wesley Robinson
- FGP 57: Selling Your Business Made Easier with Strategic PR with Josh WeissArmando (0:00 – 1:17)You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Hi, I’m Armand Aroman, Family CFO at Axiom Founder’s Family Office, a wealth management firm… Read more: FGP 57: Selling Your Business Made Easier with Strategic PR with Josh Weiss
- FGP 56: The Cold Stone Blueprint For Selling Your Business with Doug DuceyArmando (0:00 – 1:14)You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Hi, I’m Armando Roman, Family CFO at Axiom Founders Family Office, a wealth management firm… Read more: FGP 56: The Cold Stone Blueprint For Selling Your Business with Doug Ducey
- FGP 55: 10 Questions Founders Ask Before Selling Their Business[Speaker 1] (0:00 – 26:49)You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here you will hear business exit professionals talk about what you should know before exit. Hi, I’m Armando Roman, Family CFO at Axiom Founders Family Office, a wealth management… Read more: FGP 55: 10 Questions Founders Ask Before Selling Their Business
- FGP 54: What to do After The Passing of a Loved One (Legal, Tax and Financial Planning Requirements)[Speaker 1] (0:00 – 4:35)You’ve built your business over decades, and now it’s time to think about that once in a lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Hi, I’m Armando Roman, Family CFO at Financial Planning. So call… Read more: FGP 54: What to do After The Passing of a Loved One (Legal, Tax and Financial Planning Requirements)
- FGP 53: Proven Strategies for Growing and Selling Your Business with John McAdamArmando (0:00 – 1:16)You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Hi, I’m Armando Roman, Family CFO at Axiom Founders Family Office, a wealth management firm… Read more: FGP 53: Proven Strategies for Growing and Selling Your Business with John McAdam
- FGP 52: Engaging Experts Early is the Key to Selling Your Business (Scottsdale Founders Forum)[Speaker 1] (0:00 – 2:26)You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Hi, I’m Armando Roman, Family CFO at Axiom Founders Family Office, a wealth management… Read more: FGP 52: Engaging Experts Early is the Key to Selling Your Business (Scottsdale Founders Forum)
- FGP 51: How to Maximize Value When Selling Your Business with Marcus SipoltArmando (0:00 – 1:52)Hi, I’m Armand Roman, host of the Founder’s Guidepost. You’ve built your business over decades and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here you will hear business exit professionals talk about what you should know before exit. Besides hosting the Founder’s Guidepost, I’m… Read more: FGP 51: How to Maximize Value When Selling Your Business with Marcus Sipolt
- FGP 50: Expert Advice You’ll Need When Selling Your Business (Scottsdale Founders Forum)[Speaker 1] (0:00 – 10:07)Hi, I’m Armand Roman, host of the Founder’s Guidepost. You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Besides hosting the Founder’s Guidepost,… Read more: FGP 50: Expert Advice You’ll Need When Selling Your Business (Scottsdale Founders Forum)
- FGP 49: Planning for the 2026 Estate Tax Changes when Selling Your Business with Sam DiPietroArmando (0:00 – 2:16)Hi, I’m Armand Roman, host of the Founders Guidepost. You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Besides hosting the Founders Guidepost, I’m… Read more: FGP 49: Planning for the 2026 Estate Tax Changes when Selling Your Business with Sam DiPietro
- FGP 48: Building WebPT into a Multi-Million Dollar Industry Leader with Heidi JannengaArmando (0:00 – 0:41)Hi, I’m Armand Roman, host of the Founder’s Guidepost. You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Besides hosting the Founder’s Guidepost, I’m… Read more: FGP 48: Building WebPT into a Multi-Million Dollar Industry Leader with Heidi Jannenga
- FGP 47: Questions Founders Ask if They Have Never Sold Before – Part 3[Speaker 1] (0:00 – 12:54)Hi, I’m Armand Roman, host of the Founders Guidepost. You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Besides hosting the Founders Guidepost,… Read more: FGP 47: Questions Founders Ask if They Have Never Sold Before – Part 3
- FGP 46: Questions Founders Ask if They Have Never Sold Before – Part 2[Speaker 1] (0:00 – 11:23)Hi, I’m Armand Roman, host of the Founder’s Guidepost. You’ve built your business over decades, and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here, you will hear business exit professionals talk about what you should know before exit. Besides hosting the Founder’s Guidepost,… Read more: FGP 46: Questions Founders Ask if They Have Never Sold Before – Part 2
- FGP 45: Questions Founders Ask If They Have Never Sold A Business Before[Speaker 1] (0:00 – 8:16)Hi, I’m Armand Roman, host of the Founders Guidepost. You’ve built your business over decades and now it’s time to think about that once-in-a-lifetime exit. You’ve come to the right place. Here you will hear business exit professionals talk about what you should know before exit. Besides hosting the Founders Guidepost,… Read more: FGP 45: Questions Founders Ask If They Have Never Sold A Business Before
