Most business owners dream about the big payout, but not enough focus on the number that matters: what ends up in your pocket. 

In this practical and often eye-opening episode of Transition Talks, Josh Ackerman walks us through what every seller should know before inking a deal.

From the impact of business structure to state residency and even charitable planning, Josh explains why preparation is your best strategy. You’ll learn why a flashy sale price can be misleading—and how to shift your focus to net outcomes with smart tax planning.

By listening, you’ll discover:

• Why LLCs, S corps, and C corps lead to dramatically different tax bills
• How asset sales vs. stock sales affect buyers and sellers
• Simple ways to prepare for lower taxes years before the deal
• How charitable remainder trusts can benefit your legacy and wallet
• And more!

Connect with Josh Ackerman: 

• Context Financial
• josh@contextfinancial.com
• LinkedIn: Josh Ackerman
• Facebook: Context Financial, LLC
• Instagram: Context Financial
• YouTube: Context Financial

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