MQ Partner Josh Ackerman has recently launched his new podcast, Transition Talks: Business Exit & Retirement Strategies. This podcast is designed specifically for business owners considering the crucial step of selling or transitioning their business. The podcast aims to help business owners navigate this intricate process through candid conversations and expert insights.
Episode One is now available! In this inaugural episode, Josh shares his personal journey into financial advising. He talks about growing up in a financially divided household, his early career selling life insurance, and the lessons that led him to offer comprehensive financial planning services.
Josh discusses the importance of a personalized approach in financial planning, the dynamics of client-advisor relationships, and unique insights into dealing with clients based on his own experiences. He also delves into the challenges and opportunities in preparing family-owned businesses for transition, stressing the critical need for early planning and the impact of demographic shifts on business transitions.
Congratulations Josh! We look forward to your podcast success!