Transition Talks: Business Exit & Retirement Strategies

Transition Talks: Business Exit & Retirement Strategies


Latest Episodes

Preparing for the Biggest Financial Transition of Your Life with David Hulett (Ep. 5)
August 01, 2024

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)
July 04, 2024

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)
June 06, 2024

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)
June 06, 2024

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)
June 06, 2024

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