Context Financial LLC

Thinking about selling your business? The offer price is only part of the story.

In his latest blog, Josh Ackerman, CFP®, shares key insights from his conversation with investment banker Geoff Eliason of SDR Ventures on how to prepare for a sale that aligns with your goals and protects your future.

You will learn how to:
✅ Strengthen your business valuation drivers
✅ Focus on net proceeds instead of the headline number
✅ Build a personal plan for life after the deal

Read The Real Story Behind Selling Your Business and discover how preparation, structure, and timing can create an exceptional exit.

📲 https://bit.ly/4qKmjKm

Selling your business is one of the biggest decisions you will ever make. It affects your finances, your future, and your family.

In his newest blog, Josh Ackerman, CFP®, shares how to prepare for a sale that supports your goals and sets your next chapter up for success.

You will learn how to:
✅ Strengthen the three key drivers of business value
✅ Avoid common succession mistakes
✅ Plan your transition with confidence

Read “Business Exit Planning: Building Value Before You Sell” and discover why the best exits start years before the deal closes.

📲 https://tinyurl.com/3pmpytem

A lunch with his dad changed everything for Josh Ackerman.

At the time, he was in corporate sales but searching for more meaning in his work. That conversation inspired him to pursue financial planning and dedicate his career to helping business owners and families make money decisions that align with their values.

In his newest blog, Josh shares:

✅ Why “fit” matters more than sales
✅ How mindset shapes your financial choices
✅ Why financial planning is a process, not a product

Read From Printers to Purpose: How One Conversation Changed My Career and discover how authentic financial planning can help you build a life that reflects what matters most.

📲 https://bit.ly/48z63nF