『Transition Talks: Business Exit and Retirement Strategies』のカバーアート

Transition Talks: Business Exit and Retirement Strategies

Transition Talks: Business Exit and Retirement Strategies

著者： Josh Ackerman
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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 2026 Transition Talks: Business Exit & Retirement Strategies マネジメント マネジメント・リーダーシップ 経済学
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  • How to Clarify Your Goals and Redefine Success with Carl Richards (Ep. 15)

    How to Clarify Your Goals and Redefine Success with Carl Richards (Ep. 15)
    2025/10/16
    What if your financial goals aren’t really financial at all? In this deeply reflective episode of Transition Talks, host Josh Ackerman welcomes acclaimed author and visual thinker Carl Richards to unpack the real purpose of money. Known for his iconic “napkin sketches,” Carl shares stories, metaphors, and mindset shifts that challenge how we think about wealth, identity, and success. You’ll learn why most financial plans go sideways, not because of bad math, but because we don’t spend enough time asking the right questions. Together, Josh and Carl explore three key sketches from Carl’s upcoming book and walk listeners through real-world applications of values-first planning. What to expect: Why “Tell me your goals” is often the wrong starting pointHow to separate personal aspirations from financial assumptionsWhy two people never see money the same way, and how to talk through itThe surprising difference between speculating and investingAnd more! Resources: “Your Money: Reimagining Wealth in 101 Simple Sketches” by Carl Richards Place a bulk order of Your Money! Use code YourMoney5 at checkout to save an additional 5% Connect with Josh Ackerman: Context Financialjosh@contextfinancial.comLinkedIn: Josh AckermanFacebook: Context Financial, LLCInstagram: Context FinancialYouTube: Context Financial Connect with Carl Richards: The Society of AdviceLinkedIn: Carl RichardsTwitter: @behaviorgapInstagram: @behaviorgapBehaviorGap.com About Our Guest: Carl Richards started The Sketch Guy column in The New York Times from the hills of Utah, crafting clear, relatable insights about money with just cardstock and a Sharpie. The column ran weekly for a decade. This journey began when Carl applied for what he thought was a job as a “security guard,” only to find out the ad actually said “securities.” That slight misstep sparked a lifelong dedication to reshaping how we think about money. Since then, Carl has become a Certified Financial Planner, built and sold a successful investment firm, and spoken at financial and investment events worldwide from Australia to South Africa, the UK, and major economic centers across Europe, Canada, and the United States. His bestsellers, The Behavior Gap and The One-Page Financial Plan, have been translated into over ten languages and continue to resonate globally. Through his daily podcast, Behavior Gap Radio, which now has over 1,000 episodes and over one million downloads, Carl shares new perspectives on aligning our resources with what truly matters. His latest audio project, 50 Fires, backed by executive producers Chip and Joanna Gaines, explores the intersections of money and meaning with guests like Pete Holmes, David Whyte, Krista Tippett, and his favorite guest by far, his wife, Cori. Carl founded The Society of Advice, a community of financial planners dedicated to the craft of advice. They gather for a monthly online workshop and frequent retreats in Park City, Utah. In 2025, Carl will release a new book that, true to form, will be unlike anything seen in the personal finance section, and you better believe there will be sketches (97 of them, to be exact). When he’s not exploring ideas about money, Carl, a Wilderness First Responder, can be found navigating Utah’s high mountain ridges on foot, skis, or bike. Married to Cori since 1995, they have four kids, whom they consider their best friends.
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    29 分
  • Life After Business: The Emotional Side of Exit Planning with Denise Logan (Ep. 14)

    Life After Business: The Emotional Side of Exit Planning with Denise Logan (Ep. 14)
    2025/09/18

    What happens when the hardest part of selling your business isn’t the numbers, but the life change that follows?

    In this episode, Josh Ackerman welcomes Denise Logan, former attorney and now known as The Seller Whisperer, for a candid look at the emotional side of exiting a company.

    Denise shares powerful stories from her work with business owners who grapple with identity, purpose, relationships, and the big question: “What comes next after the business?”

    Gain insight as this conversation covers:

    • Denise’s journey from therapist to lawyer to transition guide
    • Why business exits feel like both freedom and loss
    • The unseen needs work provides beyond money and security
    • How identity, power, and relationships shift after a sale
    • Practical ways to build structure, friendships, and purpose in the next chapter
    • And more

    Resources:

    • The Seller’s Journey by Denise Logan
    • Osher Lifelong Learning Institute (OLLI)

    Connect with Josh Ackerman:

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

    Connect with Denise Logan:

    • deniselogan.com
    • LinkedIn: Denise Logan

    About Our Guest:

    Denise Logan is a nationally recognized speaker, author, and trusted advisor known as The Seller Whisperer. With a background as both a therapist and an attorney, she specializes in helping business owners and their advisors navigate the emotional side of selling a company. Through her one-on-one work and her book, The Seller’s Journey, Denise has guided hundreds of entrepreneurs through the complex and deeply personal process of letting go, ensuring they land safely in their “life after business.”
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    45 分
  • Why Your $10M Business Sale Might Only Net You $3M (Ep. 13)

    Why Your $10M Business Sale Might Only Net You $3M (Ep. 13)
    2025/06/19

    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 residency and even charitable planning, Josh explains why preparation is your best strategy. You’ll learn why a flashy sale price can be misleading—and how to shift your focus to net outcomes with smart tax planning.

    By listening, you’ll discover:

    • Why LLCs, S corps, and C corps lead to dramatically different tax bills
    • How asset sales vs. stock sales affect buyers and sellers
    • Simple ways to prepare for lower taxes years before the deal
    • How charitable remainder trusts can benefit your legacy and wallet
    • And more!

    Connect with Josh Ackerman:

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