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 the focus on helping family businesses navigate ownership transitions, whether to the next generation or external buyers. He also highlights the team’s dedication to building trust and understanding client goals from the first meeting.

Josh discusses: 

• 
  
• The company origins of Context Financial
  
• Context Financial’s focus on helping family businesses prepare for a transition, whether internal or external
  
• Why Context Financial’s approach to understanding your business’s unique context can make all the difference
  
• The importance of understanding client goals and maintaining trust
  
• How clients’ first meeting with Context Financial is a no-pressure, exploratory conversation about your needs and our services
  
• And more
  

Resources:

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

Connect with Josh Ackerman: 

• 
  
• Context Financial
  
• josh@contextfinancial.com
  
• LinkedIn: Josh Ackerman
  
• Facebook: Context Financial, LLC
  
• Instagram: Context Financial
  
• YouTube: Context Financial