Armando Roman
Founder's Guide Post
The Founders Guidepost provides conversations with experts to help you, the Founder, have a more successful exit from your business, to help preserve your American Success story. This content is intended to be informational only, not to be taken as tax or legal advice. For tax and legal advice, seek appropriate counsel.
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Where to listen?
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Episodes
An Exit Focused Retirement Plan Before or After Selling Your Business with Henry DeSpain 22.03.2023 54:40
Henry DeSpain is a retirement plan expert who specializes in helping business owners with their retirement planning. He works to maximize tax savings and retirement contributions for individuals and businesses. Henry has many years of experience in the Valley. He helps clients understand how to plan for their retirement, whether they are selling their business assets or their business stock. He ex...
Leadership Strategies When Selling Your Business with Donald Laughlin 08.03.2023 54:02
Donald Laughlin is an experienced consultant and author of four books on leadership, strategic planning, operational excellence, and finance and capital planning. He specializes in helping businesses prepare for an exit and manage the two paradoxes of structural alignment and dynamic alignment. Donald Laughlin started Edgy and has discovered that true leadership requires more than complacency. He...
Considerations Before Selling Your Business, a Conversation with Business Attorney Tabatha LaVoie 22.02.2023 1:06:17
Tabatha Lavoie is a corporate attorney who specializes in helping business owners navigate the complexities of selling their business, from corporate documents and contracts to intellectual property and liens. She often deals with clients who are looking to plan for succession, sell their business, or enter into some other stage of business. She stresses the importance of having the proper corp...
Before Selling Your Business, Address Risk & Create a Solid Financial Story 08.02.2023 1:00:56
Ryan Weissmueller founded Fintrepid Solutions with the mission of helping entrepreneurs build and maximize their businesses. Through their process of financial storytelling, Ryan and his team help business owners present their business in the best way possible to buyers. Ryan understands the importance of making a good first impression and helping his clients understand potential risks and opportu...
Unlock the Power of Process Before Selling Your Business 25.01.2023 1:00:49
Heidi Berger has spent years in finance analysis, strategic planning and operations. She specializes in helping companies become more efficient and better at what they do, by identifying, documenting and improving their core processes. She realized that companies needed to document their processes in order to scale and grow. Heidi created a workshop to help businesses identify and document their c...
Getting Growth Capital Before Selling Your Business 11.01.2023 1:00:18
Delilah Panio is the Vice President of US Capital Formation for the Toronto Stock Exchange and TSX Venture Exchange. She travels around the US discussing the options available to high growth companies looking to IPO on a US exchange, in particular, the benefits of going through the Canadian Capital Markets. She explains that the biggest reason to go public on the Canadian market is to maintain con...
Unlock Powerful Growth & Cash Flow Strategies to Boost Profits and Efficiency 28.12.2022 1:11:23
Jessica Holsapple is a business guide and consultant who helps business owners who are looking to exit. She has hired and trained thousands of people and led elite teams of up to 250 people across the US and abroad. She specializes in helping struggling locations improve their systems, helping business owners find fulfillment in their business, and getting them get a meaningful return on their inv...
Charitable Giving When Selling Your Business 13.12.2022 1:12:26
When selling your business, if you have charitable goals, tax reduction goals, retirement income goals, family sticking together and next generation goals, listen to this conversation for tidbits to consider that may help you in reaching those goals and have an even greater long term impact on your family and the community at large. What You'll Learn: An overview of the 501c3 organization and what...
Resolve Family Business Matters Before Selling Your Business 30.11.2022 1:04:22
Your family-owned business has challenges that only a family owned business faces. Resolve those challenges before selling or transitioning the company to the next generation. Listen to this conversation with Leslie Dashew to get a glimpse of her 40 years of insight into navigating family-owned business perils and successes. What You'll Learn: • How a parent can set the stage for an adult child to...
Selling China Mist Tea Brands 14.11.2022 1:01:56
Thinking of selling your business? You owe it to yourself to listen to this conversation with Dan Schweiker about his business exit from China Mist Tea Brands, a company that he and his co-founder sold after 30 years growing the business into an international high end tea company, creating a new category along the way. You will know Dan's lessons learned about interviewing and hiring a professiona...
When Selling Your Business 01.11.2022 50:50
When Selling Your Business, Conversation with John Farr Investment Banker. When you sell, you are up against professional buyers. Get a professional seller on your team. Get Expert help. Listen and learn from John's experience. Contact John Farr at jfarr@columbiawestcap.com or telephone (480) 664-3949. JOIN THE SCOTTSDALE FOUNDERS FORUM ( scottsdalefoundersforum.com ) The Founders Guidepost provid...
Before Selling Your Business, Grow It 18.10.2022 1:07:31
"Rally the hearts and minds of your team and maximize your business value." --Katina Koller Your business has challenges, as do all businesses. Resolve those challenges before selling or transitioning the company to the next generation. Listen to this conversation with Katina Koller to get a glimpse of her insight into navigating challenges with candor and curiosity to help reach your goals. JOIN...
Considerations When Selling Your Business 04.10.2022 1:09:01
On today's show we have Mike Patterson to talk about considerations when selling your business. Mike Patterson is an Arizona Attorney that specializes in Mergers and Acquisitions. Making sure that you are able to exit your business with all the chips on the table is crucial. In this episode Mike explains the entire due diligence process that a buyer will take including: Are all employee's getting...
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