Transition Talks: Business Exit & Retirement Strategies

Latest Episodes
The Emotional Side of Selling Your Business (Ep. 10)
How do you plan for life after selling your business? Join Josh Ackerman as he explores the emotional and psychological journey many business owners face after selling their enterprises. This isnt j
Hope is Not a Strategy: The Roadmap to Selling Your Business with Geoff Eliason (Ep.9)
What happens when a business owner hands over the keys? What are the emotional and financial intricacies involved in selling a business? Josh Ackerman welcomes special guest Geoff Eliason, CEO and ow
3 Things to Make Your Business Worth More: Part Three (Ep.8)
Josh Ackerman delves into improving business value through the eight drivers, touching specifically on the power of customer referrals and the pivotal Hub and Spoke model. Learn why moving from high
3 Things to Make Your Business Worth More: Part Two (Ep. 7)
What does it take to truly boost the value of your business for sale? In this episode, Josh Ackerman dives into more strategic ways to maximize your businesss worth. He discusses essential topics eve
3 Things to Make Your Business Worth More (Ep. 6)
Want to your business but youre 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 successfu
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 inve
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 lifes goals and aspirations. Todays episode unpa
Questions Business Owners Should Ask Before Selling (Ep. 3)
Imagine realizing the lifestyle you worked so hard for wont be sustainable after selling your business. Today, we review some key questions business owners often overlook before making irrevocable fi
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 g
Getting to Know Josh Ackerman: Why Financial Advising? (Ep. 1)
Are you ready to navigate the complexities of business exits and retirement strategies? Its a significant life change that many arent fully prepared for. Thats why its so important to find and wor