Transition Talks: Business Exit & Retirement Strategies
Josh Ackerman
14 episodes
1 month ago
Welcome to Transition Talks: Business Exit & Retirement Strategies with your host, Josh Ackerman. This podcast was designed exclusively for business owners contemplating the pivotal step of selling or transitioning their business. Josh, is a seasoned financial planner with a passion for guiding entrepreneurs through significant life changes. In this podcast, he will share invaluable insights, stories, and strategies to help you navigate the intricate process of passing the torch.
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Welcome to Transition Talks: Business Exit & Retirement Strategies with your host, Josh Ackerman. This podcast was designed exclusively for business owners contemplating the pivotal step of selling or transitioning their business. Josh, is a seasoned financial planner with a passion for guiding entrepreneurs through significant life changes. In this podcast, he will share invaluable insights, stories, and strategies to help you navigate the intricate process of passing the torch.
Inside Context Financial: Guiding Family Businesses Through Change (Ep. 2)
Transition Talks: Business Exit & Retirement Strategies
25 minutes 2 seconds
1 year ago
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 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 … Read More Read More
Transition Talks: Business Exit & Retirement Strategies
Welcome to Transition Talks: Business Exit & Retirement Strategies with your host, Josh Ackerman. This podcast was designed exclusively for business owners contemplating the pivotal step of selling or transitioning their business. Josh, is a seasoned financial planner with a passion for guiding entrepreneurs through significant life changes. In this podcast, he will share invaluable insights, stories, and strategies to help you navigate the intricate process of passing the torch.
