Transition Talks: Business Exit & Retirement Strategies

Transition Talks: Business Exit & Retirement Strategies


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

June 06, 2024

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 considering an exit. Through stories that piqued his interest in working with business owners, Josh highlights the importance of understanding your true financial needs and planning early for a smooth transition. 


Josh discusses: 



  • How much a business owner needs to exit
  • Understanding real lifestyle costs before accepting a business sale offer
  • Planning for business transitions early enough that plans can be put in place
  • The importance of planning for a fulfilling life post-business sale
  • And more

By joining Josh Ackerman in this insightful episode, you’ll gain practical advice and thought-provoking questions that can shape a more secure and fulfilling future after selling your business. 


For more advice and to start your transition planning today, connect with Josh Ackerman: