AXIOM Founders Family Office, Inc.

06/10/2026

One of the biggest surprises I encounter when meeting successful business owners is that most know what their house is worth, they know what their investment accounts are worth, but they have no idea what their largest asset is worth - THEIR BUSINESS! For many founders, 70% to 90% of their net worth is tied up inside their company. Yet most owners only discover what their business is worth when they are ready to sell, and by then it is often too late to make meaningful improvements. In the video below we walk you through our Business Valuation software now available at AXIOM Founders Family Office, Inc. The Valuation gives us a starting point to answer one of the most important questions every business owner should be asking: 'If I received an offer for my company tomorrow, what would it be worth?' It allows us to look under the hood and identify the factors that drive value. Together, we'll review: ✓ Estimated Business Value ✓ Key Value Drivers ✓ Areas for Improvement ✓ Exit Readiness Considerations ✓ Tax Planning Opportunities ✓ Financial Independence Planning Because the goal isn't simply to know what your business is worth. The goal is to increase its value and help ensure it becomes a source of freedom, not just income. If you'd like to schedule your complimentary Business Valuation and Founder Assessment, simply DM or contact our office at 480-367-9000. You have worked hard to build your business. Let's make sure you're measuring what matters most.

Thomas J Marki, CPA CEPA walks you through our business valuation software

06/09/2026

06/09/2026

AXIOM Founders Family Office, Inc. is the Family CFO and Wealth Management firm for Founders and their families, helping to preserve your American Success story. T 480.367.9000, [email protected].

06/09/2026

If I asked you to name America's most profitable businesses, you'd probably think tech. Maybe AI. Maybe software. Probably not self-storage. Here's a number worth knowing — not because it's something to buy, sell, or chase, but because it says something interesting about how the U.S. economy works. The largest self-storage company in the U.S. quietly posted a 37% net profit margin last year — more than triple the broader market average. And it's not the only ”boring” business outperforming. This month's newsletter pulls the surprising numbers together.

Which "boring" business tops the charts?

06/08/2026

AXIOM Founders Family Office, Inc. is the Family CFO and Wealth Management firm for Founders and their families, helping to preserve your American Success story. www.axiomcorp.com.

06/04/2026

5-Year Roth IRA Rule — Quick Summary The Roth IRA 5-year rule determines when earnings can be withdrawn tax-free. Rule #1: Tax-Free Earnings You must satisfy both conditions: Your first Roth IRA contribution was made at least 5 tax years ago, and You are: Age 59½ or older, OR Disabled, OR Using up to $10,000 for a first-time home purchase, OR Deceased (beneficiary withdrawal) If both are met, withdrawals of earnings are 100% tax-free and penalty-free. When Does the 5-Year Clock Start? The clock begins on January 1 of the tax year for which your first Roth IRA contribution is made. Example: First Roth contribution made on April 15, 2026, for tax year 2025. 5-year clock starts January 1, 2025. Rule satisfied on January 1, 2030. Roth Conversion Rule Each Roth conversion has its own separate 5-year period. Designed to prevent people from avoiding the 10% early withdrawal penalty. Applies primarily to individuals under age 59½. Converted amounts withdrawn before 5 years may be subject to the 10% penalty. Withdrawal Ordering Rules The IRS treats Roth IRA withdrawals in this order: Contributions (always tax-free and penalty-free) Conversions (oldest conversions first) Earnings This means most Roth IRA owners can access their original contributions at any time without tax or penalty. Financial Planning Takeaway For most retirees: Contributions can be accessed anytime. The key planning issue is ensuring the first Roth IRA has been open for at least 5 years before taking earnings. Starting a Roth IRA early—even with a small contribution—can begin the 5-year clock and create future tax-free flexibility. For AXIOM Founders Family Office clients, a common strategy is to establish a Roth IRA as soon as possible, even with a modest contribution, so the 5-year requirement is already satisfied when future Roth conversions or retirement distributions become important.

Two clocks, two sets of rules. Here's the deal.

06/03/2026

There's a concept we think every founder-turned-investor should understand: the asymmetry of loss.

A 50% loss requires a 100% gain just to break even. This math changes how you should think about portfolio construction at high net worth, especially when you have a concentrated position in a single company or asset class after a liquidity event.

For most founders, the first few years after an exit are actually the highest-risk period of their financial lives. Not because markets are volatile, but because:

→ They're deploying large sums quickly
→ Their advisors may be siloed and uncoordinated
→ Tax decisions made in year one can echo for decades
→ Behavioral biases are at their peak (overconfidence post-success, anchoring to the exit price)

A coordinated family office investment approach addresses all of this in concert, not piecemeal. That's the Axiom Founders difference.

06/02/2026

Estate planning issues often arise not from neglect, but from well-intentioned decisions that haven't been updated over time. I've shared insights on three typical situations and included some gentle conversation starters to help families discuss these matters in a non-confrontational way.

Intentions are great. Outcomes matter. Here's what to know.

05/27/2026

There's a critical distinction we make with every family we work with, and it changes everything about how they approach their planning:

Estate planning is a legal and tax exercise. It answers: How do we transfer assets efficiently when we're gone?

Legacy planning is a values exercise. It answers: What do we want our wealth to do, and to mean, for the next three generations?

Most advisors are very good at the first question. Almost none of them ask the second.

The families who get this right start with their "why" and build the legal structure around it, not the other way around. They've made conscious decisions about governance, education, philanthropy, and family culture before they've opened a single trust document.

If you've never had a conversation about the second question, that's exactly where we start at Axiom Founders.