Category: Transcripts

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…

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…

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…

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…

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…

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…

00:00:02 Hi, Armander Roman with Axiom Founders family office. I’m with John Far from Columbia West Capital. John, how are you >> doing? All right. How are you? >> Good. Good. John, thank you for this time that we’re having right now. What what uh we’ll talk about as we discussed earlier is when someone…

[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…

Armando (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…

Armando (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…