Founder's Guide Post

In this special episode of the Founder's Guide Post, we bring you a front-row seat to a powerful live event focused on one of the most pivotal moments in an entrepreneur's journey: the exit. Hosted by journalist and PBS host Catherine Anaya, and led by Armando Roman—founder of Axiom Founders Family Office—this event was designed for founders preparing to sell their business, whether that's in five...

In Ep. #62 of the #FoundersGuidepost Podcast , Catherine Anaya, three-time Emmy Award-winning journalist, interviews me about how Axiom Founders Family Office helps first-generation business owners protect what they've built and plan for what's next. I share how we support founders through business exits, tax planning, and creating strategies that reflect their values and goals. Even if they don't...

In Ep. #61 of the #FoundersGuidePost Podcast, I sat down with Christina Noyes, a top legal expert in franchising, to discuss what it takes to turn a successful business into a thriving franchise. We cover everything from the legal and financial steps involved in becoming a franchisor to the strategies for scaling across multiple states—and even expanding internationally. Christina breaks down the...

In Ep. #60 of the #FoundersGuidePost Podcast, we take a fresh look at what it means to truly take control of your health. Dr. Dan Wool shares his naturopathic approach, which focuses on identifying root causes, prioritizing preventive care, and creating personalized strategies to help you feel your best. If you've struggled with challenges like acid reflux/GERD, IBS, bloating, or fatigue—or been p...

In Ep. #59 of the #FoundersGuidePost Podcast, I talk about how to protect what you've worked so hard to build as we face the uncertainties of 2025. With inflation, economic shifts, and evolving regulations, it's more important than ever to take proactive steps to secure your business, your family, and your future. I share insights on retaining your top talent, safeguarding intellectual property, a...

In the #58 episode of the #FoundersGuidePost Podcast, I sat down with Wesley Robinson, an M&A attorney at Ballard Spahr, to talk about what it takes to successfully sell or transition a business.  Wesley explains why prepping 3 to 5 years out can help you avoid costly mistakes, streamline the process, and protect yourself during this once-in-a-lifetime event. From navigating due diligence to negot...

In Ep. #57 of the #FoundersGuidePost Podcast, I had the chance to chat with Josh Weiss, the founder of 10 to 1 Public Relations. Together, we unpacked the impact of PR in crafting strong reputations, achieving steady growth, and setting businesses up for successful transitions.   What You'll Learn: Crafting Strong Reputations: PR builds trust and credibility through consistent storytelling, positi...

Ready to plan your perfect business exit? Prepare for a once in a lifetime exit and secure your legacy at the Scottsdale founders forum. The Scottsdale Founders Forum is tomorrow! Register now at  scottsdalefoundersforum.com   In Ep. #56 of the #FoundersGuidePost Podcast, I had the privilege of sitting down with Doug Ducey, the co-founder of Cold Stone Creamery and former Governor of Arizona. We t...

Ready to plan your perfect business exit? Prepare for a once in a lifetime exit and secure your legacy at the Scottsdale founders forum. Register for our next event at  scottsdalefoundersforum.com In Ep. #55 of the #FoundersGuidePost Podcast, I share real questions from real business owners like you who are considering what it truly takes to plan a successful exit — whether it's finding the right...

In Ep. 54 of the #FoundersGuidePost Podcast, I speak with:  My business partner and Wealth Advisor, Tom Marki Tax CPA, Greg Patel Estate planning attorney, Richard Keyt  about the importance of proactive estate planning and financial preparation to help families handle the legal, financial, and tax challenges that come after the loss of a loved one.  We talk about the need to regularly update esta...

In Ep. 53 of the #FoundersGuidePost Podcast, I sat down with John McAdam, managing partner of Pioneer Business Ventures, to discuss practical strategies for growing and exiting a business. John explains the importance of having a clear value proposition, setting strategic goals, and focusing on business planning to drive growth.  For business owners planning their exit, John shares key tips on imp...

In Ep. 52 of the #FoundersGuidePost Podcast, we revisit the Fall '22 Scottsdale Founders Forum.  Business experts take you through how selling a business is a major and complex event that requires careful planning, preparation, and the right team of professionals. The team includes M&A intermediaries, investment bankers, attorneys, and tax strategists.  By engaging with advisors early, tracking ke...

In Ep. #51 of the #FoundersGuidePost Podcast, Business Consultant, Marcus Sipolt, takes us through his unique approach to how he helps business owners grow their companies.  He focuses on creating efficient systems when preparing businesses for transitions, whether through a sale or passing it to the next generation.  Marcus highlights reducing owner involvement, standardizing processes, and maint...

In Ep. #50 of the #FoundersGuidepostPodcast, we release the Spring 2022 Scottsdale Founders Forum event, highlighting the critical need for thorough preparation and the right team when selling   your business. Selling isn't just about finding a buyer; it involves understanding your exit options and planning ahead. A panel of seasoned professional exit experts take us through the unique challenges...

In Ep. #49 of the #FoundersGuidePost Podcast, I sit down with Sam DiPietro from Spencer Fane for a conversation about the critical importance of early and strategic estate planning for business owners when preparing for the upcoming 2026 changes to estate tax laws.  Sam walks us through the importance of proactive planning, such as using valuation discounts, restructuring your business, and having...

In Ep. #48 of the Founder's Guide Post Podcast, Heidi Jannenga details her journey in founding and growing WebPT. She highlights the strategic decisions, challenges, successes that were encountered along the way and her experiences of being a female leader in a male dominated industry.  Heidi focuses on the importance of having a clear vision, staying focused, bringing in specialized expertise at...

In the latest episode of the #FoundersGuidePost Podcast, we'll explore the third part of the Scottsdale Founders Forum white paper, which helps business founders with their first exit.  The Founder's Forum white paper, which is available on FoundersGuidePost.com, is based on the Scottsdale Founder's Forum, a bi-annual live event to help Arizona founders preserve their American Success Story. This...

In Ep. #46 of the #FoundersGuidePost Podcast, I dive into the Scottsdale Founders Forum events, which are designed to help business founders prepare for selling their companies. These events offer valuable expert advice, such as the importance of early planning, assembling a professional exit team, and getting ready for the pre-sale process.    Additionally, it's crucial to operate your business a...

In episode #45 of the #FoundersGuidePost Podcast, I take you through key insights from the Scottsdale Founders Forum, focusing on the critical considerations and questions founders should address when preparing to sell their businesses.  We explore seven essential questions: determining your business's value, making strategic changes to increase that value, understanding the selling process, maint...

In the episode  #44 of the #FoundersGuidePost Podcast, my business partner, Tom Marki, and I cover the important estate planning aspects that business owners need to consider when they're planning to sell their business. This is a checklist we like to use with our clients to help them effectively navigate the complexities of updating and maintaining their estate plans as they face life's changes....

In Ep. #43  of the #FoundersGuidePost Podcast , I had the pleasure to sit down and talk with Neil Patel of Patel Advisory Group, PC. Neil is an expert who helps entrepreneurs gear up to exit their business. He focuses on refining business systems and improving financial literacy, which allows for crystal clear decision-making and successful transitions.  Neil stressed how crucial it is to view fin...

In Ep. #42 of the #FoundersGuidePost Podcast, I had the pleasure to sit down with Bradley Scott, an experienced commercial real estate and business broker who specializes in guiding business owners through the complex process of selling their businesses.  In this episode, Bradley and I talk about how intentional preparation, accurate documentation, and strategic marketing to boost a business's mar...

In episode #41 of the #FoundersGuidePost Podcast, I had the chance to sit down with Gerhard Kratzer to talk about his philosophy and professional approach to business. Gerhard, is the Founder of Kratzer Consulting, a firm that specializes in elevating small business operations through extensive financial analysis and strategic planning.  He talks about how financial data can help business owners m...

DOWNLOAD THE CHECKLIST : https://foundersguidepost.com/2024/04/09/20-issues-you-should-consider-when-planning-for-the-sale-disposition-or-succession-of-your-business/ In episode  #40 of the #FoundersGuidePost Podcast, I'm joined with my business partner, Tom Marki, to talk about the 20 issues business owners should consider when planning for the sale, disposition or succession of their business. T...

In the #39 episode of the #FoundersGuidePost , I had the pleasure to talk with Sharon Lechter, where I was really struck by how dedicated she is to boosting financial literacy and business skills for everyone, from individual savers to big-time business owners.  Sharon isn't just any expert — she's a well-respected author and a powerhouse in the world of financial education. She talks about a bunc...