Transition Talks: Business Exit & Retirement Strategies

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.

  1. JUN 19

    Why Your $10M Business Sale Might Only Net You $3M (Ep. 13)

    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 … Read More Read More

    27 min

  2. MAY 15

    How to Align Your Business Sale with Personal Goals with Matt Lockaby (Ep. 12)

    What happens when you’re truly ready to sell your business?  This discussion can help you avoid the pitfalls of business transitions and help create a smooth, successful exit. Join Josh Ackerman and special guest Matt Lockaby, an experienced attorney with a knack for supporting business owners through the buy-sell process, as they break down the … Read More Read More

    38 min

  3. APR 17

    Smart Strategies for Passing Down the Family Farm with Justin Schuhmacher (Ep. 11)

    What complexities surround inheriting a family farm, and how do family dynamics influence estate planning?  Josh Ackerman hosts Justin Schuhmacher, an attorney at Indiana Estate & Elder Law, for a lively conversation about passing down the farm, a topic rich with parallels to other family businesses. The two explore real-life stories, learning how involving the … Read More Read More

    41 min

  4. MAR 21

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

    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 … Read More Read More

    33 min

  5. 12/19/2024

    Hope is Not a Strategy: The Roadmap to Selling Your Business with Geoff Eliason (Ep.9)

    What happens when a business owner hands over the keys? What are the emotional and financial intricacies involved in selling a business?  Josh Ackerman welcomes special guest Geoff Eliason, CEO and owner of SDR Ventures, an investment bank in Denver. They explore Geoff’s journey from startup to CEO, his passion for connecting business owners with … Read More Read More

    47 min

  6. 11/21/2024

    3 Things to Make Your Business Worth More: Part Three (Ep.8)

    Josh Ackerman delves into improving business value through the eight drivers, touching specifically on the power of customer referrals and the pivotal “Hub and Spoke” model. Learn why moving from high owner dependence to a structured company could not only ease your own workload but significantly boost your business’s market valuation.  Josh discusses:  How customer … Read More Read More

    35 min

  7. 10/17/2024

    3 Things to Make Your Business Worth More: Part Two (Ep. 7)

    What does it take to truly boost the value of your business for sale? In this episode, Josh Ackerman dives into more strategic ways to maximize your business’s worth. He discusses essential topics every business owner should consider before selling, such as cash flow management and the power of recurring revenue. Learn about leveraging what … Read More Read More

    29 min

  8. 09/12/2024

    3 Things to Make Your Business Worth More (Ep. 6)

    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,” … Read More Read More

    29 min
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About

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.

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