Financial Planning – Transition Talks

The Emotional Side of Selling Your Business (Ep. 10)

By Transition Talks | March 21, 2025

How do you plan for life after selling your business?

Join Josh Ackerman as he explores the emotional and psychological journey many business owners face after selling their enterprises.

This isn’t just about the numbers; it’s about understanding the push and pull factors that influence your decision to exit, from health changes and market shifts to personal aspirations like political involvement.

Josh explores different exit strategies, from outright sales to retaining partial ownership and consultancy roles, and illustrates the importance of maintaining a vibrant social circle and identity outside of work. With valuable insights into aligning your financial and personal goals, this episode is a must-listen for anyone considering a business transition.

Key discussion points include:

The push and pull factors affecting business exits [00:03:43]
Emotional readiness for life post-sale [00:08:43]
The importance of social connections beyond business [00:14:00]
Different types of business exit strategies [00:10:30]
Encouragement to think strategically about life’s next chapter [00:16:39]
And more!

Connect with Josh Ackerman:

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The True Wealth Process: More Than Just Numbers (Ep. 4)

By Transition Talks | July 4, 2024

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 the comprehensive five-step planning process, from initial exploration to empowering clients to achieve their ideal life. He explains how this process facilitates meaningful conversations, helps clarify financial priorities, and ensures your financial plan aligns with your vision of a fulfilling life.

Josh discusses:

How to prioritize your life goals and aspirations, transcending traditional financial planning
His five-step planning process, designed to align your financial strategies with your values
How focusing on creating a vision of your ideal life can significantly impact your financial satisfaction and overall happiness
And more