Transition Talks: Business Exit & Retirement Strategies

Josh Ackerman

Welcome to Transition Talks: Business Exit & Retirement Strategies with your host, Josh Ackerman. This podcast was designed exclusively for business owners contemplating the pivotal step of selling or transitioning their business. Josh, is a seasoned financial planner with a passion for guiding entrepreneurs through significant life changes. In this podcast, he will share invaluable insights, stories, and strategies to help you navigate the intricate process of passing the torch. read less

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3 Things to Make Your Business Worth More (Ep. 6)

3 Things to Make Your Business Worth More (Ep. 6)

Want to your business but you’re not sure how to maximize its value? In this episode, Josh Ackerman dives deep into three of the eight key drivers of business value to help you prepare for a successful business sale. From maintaining consistent financial performance to planning for growth potential and ensuring a neutral “Switzerland structure,” … Read More Read More

Episodes

3 Things to Make Your Business Worth More (Ep. 6)

3 Things to Make Your Business Worth More (Ep. 6)

Want to your business but you’re not sure how to maximize its value? In this episode, Josh Ackerman dives deep into three of the eight key drivers of business value to help you prepare for a successful business sale. From maintaining consistent financial performance to planning for growth potential and ensuring a neutral “Switzerland structure,” … Read More Read More

Preparing for the Biggest Financial Transition of Your Life with David Hulett (Ep. 5)

Preparing for the Biggest Financial Transition of Your Life with David Hulett (Ep. 5)

Are you ready to learn how to maximize the value of your business before selling? In this episode, Josh Ackerman invites David Hulett, a partner at Corporate Finance Associates of Kentucky and an investment banker who specializes in business sales. They discuss critical steps and considerations for business owners contemplating a sale, from initial preparations … Read More Read More

The True Wealth Process: More Than Just Numbers (Ep. 4)

The True Wealth Process: More Than Just Numbers (Ep. 4)

Unlock Your Financial Future Beyond the Numbers. Discover how the True Wealth process goes beyond traditional financial planning by prioritizing your life’s goals and aspirations. Today’s episode unpacks Money Quotient’s innovative True Wealth process, aiming to transform financial planning beyond traditional number-crunching by focusing on your values, goals, and true happiness. Josh Ackerman breaks down … Read More Read More

Questions Business Owners Should Ask Before Selling (Ep. 3)

Questions Business Owners Should Ask Before Selling (Ep. 3)

Imagine realizing the lifestyle you worked so hard for won’t be sustainable after selling your business. Today, we review some key questions business owners often overlook before making irrevocable financial decisions. In this episode of Transition Talks, Josh Ackerman dives into the often-overlooked questions many business owners should ask themselves, or their financial advisor before … Read More Read More

Inside Context Financial: Guiding Family Businesses Through Change (Ep. 2)

Inside Context Financial: Guiding Family Businesses Through Change (Ep. 2)

What makes Context Financial uniquely equipped to handle family business transitions? In this episode of Transition Talks, Josh Ackerman talks about what makes Context Financial uniquely equipped to guide family businesses through significant transitions. He shares the company’s history, founded by his father in 2000, and emphasizes the importance of understanding client context. Josh explains … Read More Read More

Getting to Know Josh Ackerman: Why Financial Advising? (Ep. 1)

Getting to Know Josh Ackerman: Why Financial Advising? (Ep. 1)

Are you ready to navigate the complexities of business exits and retirement strategies? It’s a significant life change that many aren’t fully prepared for. That’s why it’s so important to find and work with an advisor who’s the right fit for you. Welcome to the inaugural episode of Transition Talks with Josh Ackerman, where he … Read More Read More