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 investment banker who specializes in business sales. They discuss critical steps and considerations for business owners contemplating a sale, from initial preparations …
Unlock Your Financial Future Beyond the Numbers. Discover how the True Wealth process goes beyond traditional financial planning by prioritizing your life’s goals and aspirations. Today’s episode unpacks Money Quotient’s innovative True Wealth process, aiming to transform financial planning beyond traditional number-crunching by focusing on your values, goals, and true happiness. Josh Ackerman breaks down …
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 …
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 …
Are you ready to navigate the complexities of business exits and retirement strategies? It’s a significant life change that many aren’t fully prepared for. That’s why it’s so important to find and work with an advisor who’s the right fit for you. Welcome to the inaugural episode of Transition Talks with Josh Ackerman, where he …