Did you know that 98% of business owners do not know what their business is worth?

Scottsdale Founders Forum Fall 2023 ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

Scottsdale Founders Forum Spring 2023 ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

What Should You Consider At The Start Of The Year?

Scottsdale Founders Forum Fall 2025 ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

Scottsdale Founders Forum Spring 2025 ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

Protect Yourself with Your LLC Operating Agreement Attorney Brian Burt and Armando Roman.

What the HECK is a Financial Plan and WHY we believe in stress testing. Let's talk about it!

Selling Your Business with Jason Haar Bristlecone Trail ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

What Issues Should I Consider When Planning For The Sale or Succession Of My Business?

OMG, What Should I Consider Before The End Of The Year?

Nuances of Selling To A Foreign Buyer with John Farr, Columbia West Capital and Armando Roman, AXIOM

Selling Your Business? Reduce Taxes, Protect Wealth, Protect The Family SAM DIPIETRO ARMANDO ROMAN

PLEASE HELP, I have no clue what retirement plan I should choose for my business.

Your Retirement Planning What You Need To Know AXIOM Founders Family Office Armando Roman

What the heck can my Financial Advisor help me with during my Review Meeting? Let's talk about it.

Now that I'm retired, How in the heck do I get a paycheck? Let's talk about it.

Set Up Your Family Office Before or After Selling Your Business: Founder Exit Planning Tips

As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?

What should we review at my Annual Review with my Financial Advisor?

Master List of Goals Clip

Helping you meet your goals fuels our work here at AXIOM Founders Family Office.

Maximizing Tax Opportunities with the OBBBA, Warren Taryle CPA

Tax Changes Ahead: 7 Updates That May Affect You.

5 Things You Should Do For Your Family -- post OBBBA. ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE.

Make a list now for your Spouse IN CASE YOU SUDDENLY DIE. ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

Exit Planning for Entrepreneurs (Scottsdale Founders Forum with Steve Johnson, Safe Haven Defense)

Spouse Recently Passed Away? A Few Things You Should Do ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

OVERLOOKED, UNKNOWN OR MISUNDERSTOOD About Business INSURANCE -- What You Should Know ARMANDO ROMAN

Scottsdale Founders Forum with Steve Johnson, Safe Haven Defense

What You Need to Know About Taxes in Retirement

If there's a Recession coming, what should you do? ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

Pension Payout Choices; Understand Then Decide ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

How Should You Invest Your Portfolio When You Retire or Sell Your Business? ARMANDO ROMAN AXIOM

Sole and Separate Property - What is it? How keep it? ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

Entity -- What is it? Which one is right for you? ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

Beneficiary -- primary, secondary, contingent -- What? ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

ROTH 401k Contribution or Regular 401k Contribution? ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

Personal Guarantee versus Collateral When Borrowing Money ARMANDO ROMAN AXIOM FOUNDERS FAMILY OFFICE

LLC for your Rental Real Estate

Transferring and Protecting Wealth, a Beneficiary Trust for Your Adult Child.

Key items to be aware of in your Auto, Home and Umbrella Liability Insurance policies ARMANDO ROMAN

Stock up your pantry before tariffs increase all those prices.

Should I take Social Security at 62 or 67?

How Do I Start The Process of Retirement?

HOW DO I KNOW IF I CAN RETIRE OR NOT?

How Do I Retire At 62?

How Do I Retire at 55?

You Are In Control

Selling a Struggling Business? Expert Advice on Navigating Business Distress

Sell Your Business & Scale with Franchising - Expert Tips from Christina Noyes. ARMANDO ROMAN AXIOM

Fix Your Gut, Fix Your Health! Dr. Dan Wool Reveals NATURAL Healing Secrets

How to Secure Your Business & Wealth in 2025 - Economic & Financial Strategies

Sell Your Business the RIGHT Way! M&A Attorney Shares Insider Secrets

How Strategic PR Can Make Selling Your Business More Profitable! ARMANDO ROMAN AXIOM FOUNDERS FAMILY

How Cold Stone Creamery Sold for Millions: Doug Ducey’s Business Exit Strategy!

10 Must-Ask Questions Before Selling Your Business - Maximize Your Exit Strategy

What to do After The Passing of a Loved One (Legal, Tax and Financial Planning Requirements)

The Secret to Scaling & Selling Your Business for Millions - John McAdams Interview

Why Engaging Experts Early Can Make or Break Your Business Sale! Expert Exit Strategies