Transition Talks: Business Exit & Retirement Strategies

Preparing for the Biggest Financial Transition of Your Life with David Hulett (Ep. 5)

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...

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

Unlock Your Financial Future Beyond the Numbers. Discover how the True Wealth process goes beyond traditional financial planning by prioritizing your...

Questions Business Owners Should Ask Before Selling (Ep. 3)

Imagine realizing the lifestyle you worked so hard for won’t be sustainable after selling your business. Today, we review some key questions business...

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...

Getting to Know Josh Ackerman: Why Financial Advising? (Ep. 1)

Are you ready to navigate the complexities of business exits and retirement strategies?

It’s a significant life change that many aren’t fully...