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 opportunities, and the critical role of financial advisors. They touch on the challenges business owners face when preparing for succession, the importance of planning for life after selling a business, and the complexities of deal structures.

Josh and Geoff discuss:

• Geoff’s career trajectory from launching ETFs to leading an investment bank (00:01:00)
• The $10 trillion opportunity in retiring baby boomer businesses (00:07:00)
• Navigating succession when kids prefer different paths (00:10:00)
• Ensuring a fulfilling life post-sale by understanding personal aspirations (00:14:00)
• The surprising misconceptions about business sales and transitions (00:26:27)
• And more

Connect with Josh Ackerman:

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

Connect with Geoff Eliason:

• SDR Venture
• Integrity Wealth Advisors
• LinkedIn: Geoff Eliason

About Our Guest:

Geoff Eliason joined the SDR Ventures team in 2021. In his role as Principal, Eliason brings 16 years of industry experience to the organization and its clients. His primary responsibilities are building and sustaining operational efficiencies across the firm and maximizing the client service model. Geoff is dedicated to providing strategic solutions specific to the complexities of the M&A process. Embracing SDR Ventures firm-wide commitment to serving its clients, Eliason channels his years of experience and strategic relationships toward enhancing business valuations and providing thought leadership to the entrepreneurial community. Geoff holds his Series 79, 24, and 63 securities licenses and serves as SDR Capital Markets Chief Compliance Officer. Eliason is passionate about teamwork given his commitment to both education and athletics.