Founder's Guide Post Armando Roman

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 explains the advantages of setting up an Exit Focused Retirement Plan to be able to defer taxes on any income that is generated from the sale of the business.
WHAT YOU'LL LEARN:
1. How can a retirement plan be used to purchase out someone from their ownership in a business?
2. What are the tax savings implications of retirement plans?
3. What is the difference between a defined benefit plan and a cash balance plan?
 
LOVED this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/founders-guide-post/id1648393214
 
Links & Resources: 
Mgks.com
602-944-1515
Preserve Your American Success Story!
Find Armando on LinkedIn
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.


 

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 began to help organizations through the process of change and growth, and developed specialized tools to assist them.
As a CFO, Donald used his expertise to write four books on different aspects of the business world, like leading a company through a capital raise, cash assessment, and strategic planning. Through his consulting work, he realized the importance of leadership in an organization and developed an assessment to help build strong leaders. Despite the current chaos in the world, Donald is helping companies reach their goals and gain new liquid capital. 
 
WHAT YOU'LL LEARN:
How Do You Prepare a Company for a Capital Raise and What Do You Do Afterwards? What Is the Foundation of Leadership and How Do We Build Up That Foundation? How Can Business Owners Manage Uncertainty and the New Normal of the Economy?  
LOVED this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/founders-guide-post/id1648393214
 
LINKS & RESOURCES: 
Email Donald! donald@edgy.us
Preserve Your American Success Story! https://scottsdalefoundersforum.com/
Find Armando on LinkedIn 
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.

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 corporate documents and contracts in place when selling a business, such as articles of incorporation, bylaws, shareholder agreements, partnership agreements, operating agreements, and minutes. In addition, she looks for assignable contracts, any potential triggering events, liens, and titles to property. Finally, she looks for any potential problems with intellectual property, such as domain names, telephone numbers, and websites.
 
What You'll Learn:
1. What happens when a buyer discovers corporate documents are missing when a business is being sold?
2. What potential issues can arise when a business owner has not completed corporate formalities such as annual minutes?
3. How can a business owner ensure they have clear title to assets that they are selling as part of their business?

LOVED this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/founders-guide-post/id1648393214
 
Links & Resources: 
Lavoielawfirm.com
Tabatha@lavoielawfirm.com
Preserve Your American Success Story!
Find Armando on LinkedIn
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.

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 opportunities. To maximize the value of a business, Ryan and his team provide guidance on how to make a business more valuable, profitable, and sustainable. With an understanding of the buyer's needs, Ryan and his team work to create a well-rounded story that takes the objections off the table before they're raised. By living sale ready, Ryan and his team help business owners maximize their value and find the perfect strategic fit for the business.
What You’ll Learn:
1. What strategies and processes can be used to make a good first impression during a sale process?
2. What financial storytelling is and how it can be used to support and defend a company's value?
3. What are the risks to consider when a business is undergoing a sale process and how can they be mitigated?
LOVED this episode? Leave us a review and rating here:  https://podcasts.apple.com/us/podcast/founders-guide-post/id1648393214
Links & Resources: 
www.fintrepidsolutions.com, 
Tel (602) 675-7452 
email growboldly@fintrepidsolutions.com
Preserve Your American Success Story!
Find Armando on LinkedIn
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.

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 core processes. She noticed that customers often pointed out inconsistencies in their experience, and she developed a method to help identify and bridge those gaps. Through her workshops, she found that companies experienced a 1% return on their bottom line, and could also scale and sell their businesses more effectively. She encourages businesses to create systems that are dependent on processes, not people.
 
What You'll Learn:
How is it possible to increase a company's bottom line by 1% simply by documenting and implementing business processes? How can companies benefit from documenting their processes in order to make their business more system-dependent and less people-dependent? What are the different methods of documenting processes, and how do they differ for different departments such as accounting, sales, and operations?
Links & Resources:
Process Optimizer
Preserve Your American Success Story!
Find Armando on LinkedIn
 
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.

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 control of the company, with only 20% of the company being floated in the public. The Canadian capital markets have been around for centuries and have diversified to include technology, life sciences, and more. Additionally, the Multi Jurisdiction Disclosure System adds the convenience of using the disclosure documents from the Canadian market when applying to the US exchanges. 
What You'll Learn:
What are the different options in North America for growth capital, specifically for US high growth companies?
What is the value proposition of going public in Canada for US. companies?
What is the “four Rs” approach to determining if a company should go public? Links & Resources:
Us.tsx.com
Connect with Jessica on LinkedIn!
Preserve Your American Success Story!

Find Armando on LinkedIn
 
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.