Transition Talks: Business Exit & Retirement Strategies

Transition Talks: Business Exit & Retirement Strategies


Latest Episodes

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