What to do After The Passing of a Loved One (Legal, Tax and Financial Planning Requirements)
Release Date: 10/30/2024
Exit Planning for Entrepreneurs (Scottsdale Founders Forum)
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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 years or five months. Listeners will hear from Steve Johnson, a former SWAT officer turned entrepreneur who created a bullet-resistant window film and scaled his company from $500 to nearly $20...
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A Family Office Before Or After Selling Your Business With Armando Roman And Guest Host, Catherine Anaya
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Stop Managing Symptoms and Start Solving Health Problems with Dr. Dan Wool
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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 put on medications without a clear explanation or end date—this episode is for you. Dr. Wool explains how his methods address these issues and why feeling constantly tired after 40 isn’t...
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Uncertain About 2025? A Few Things to Consider For Your Business and Family with Armando Roman
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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, and using tools like key man life insurance and buy-sell agreements to ensure continuity. I also touch on financial preparedness, from building strong banking relationships to creating contingency...
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M&A Attorney’s Proven Tactics to Walk Away Wealthier when Selling Your Business with Wesley Robinson
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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 negotiating key terms like warranties, holdbacks, and payment structures, our guest shares why having a specialized M&A attorney on your team is essential. Wesley’s insights will help...
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Selling Your Business Made Easier with Strategic PR with Josh Weiss
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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, positioning businesses as reliable and reputable in their industries. Achieving Steady Growth: By leveraging strategies like media relations and thought leadership, PR drives sustained visibility...
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The Cold Stone Blueprint For Selling Your Business with Doug Ducey
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10 Questions Founders Ask Before Selling Their Business
Founders Guidepost
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 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 buyer, preserving your family legacy, or making sure the sale supports your next chapter. What You’ll Learn: Maximizing Value and Minimizing Taxes: The Scottsdale Founders Forum provides expert guidance on...
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What to do After The Passing of a Loved One (Legal, Tax and Financial Planning Requirements)
Founders Guidepost
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 estate documents, make sure assets are titled correctly, and work with a team of advisors—like financial advisors, attorneys, and tax professionals. This planning helps...
info_outlineIn Ep. 54 of the #FoundersGuidePost Podcast, I speak with:
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My business partner and Wealth Advisor, Tom Marki
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Tax CPA, Greg Patel
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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 estate documents, make sure assets are titled correctly, and work with a team of advisors—like financial advisors, attorneys, and tax professionals.
This planning helps reduce stress and the administrative load on families during a difficult time. By planning ahead, families can avoid issues with accessing financial assets and make the process much smoother.
What You’ll Learn:
Proactive estate planning: This helps avoid legal and financial problems after a loved one passes away.
Work with a team of professionals: Having a coordinated team of financial advisors, attorneys, and tax experts ensures that all legal, financial, and tax-related issues are handled smoothly and efficiently after someone’s death.
Managing taxes and assets: After a death, families need to file tax returns for the deceased and their estate.
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Links & Resources:
Preserve Your American Success Story!
Have estate planning questions? Ask Richard Keyt at [email protected]
Have tax questions? Ask Greg Patel with MBE CPAS and call 608-356-7733
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