• Transition Talks: Business Exit & Retirement Strategies

  • 著者： Josh Ackerman
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Transition Talks: Business Exit & Retirement Strategies

著者： Josh Ackerman
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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.
    Copyright © 2024 Transition Talks
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  • 3 Things to Make Your Business Worth More (Ep. 6)

    3 Things to Make Your Business Worth More (Ep. 6)
    2024/09/12
    Want to your business but you’re not sure how to maximize its value? In this episode, Josh Ackerman dives deep into three of the eight key drivers of business value to help you prepare for a successful business sale. From maintaining consistent financial performance to planning for growth potential and ensuring a neutral “Switzerland structure,” …

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

    Preparing for the Biggest Financial Transition of Your Life with David Hulett (Ep. 5)
    2024/08/01
    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 …

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

    The True Wealth Process: More Than Just Numbers (Ep. 4)
    2024/07/04
    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 …

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    29 分

あらすじ・解説

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.
Copyright © 2024 Transition Talks
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