Transition Talks: Business Exit & Retirement Strategies

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.

Transition Talks: Business Exit & Retirement Strategies is a business podcast hosted by Josh Ackerman, with 15 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Josh Ackerman hosts Transition Talks: Business Exit & Retirement Strategies, a business show with 15 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Transition Talks: Business Exit & Retirement Strategies

  How to Clarify Your Goals and Redefine Success with Carl Richards (Ep. 15)

  Oct 16, 202529 minS0

  <p>What if your financial goals aren’t really financial at all?</p> <p>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.</p> <p>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 upc...

  ListenShow Notes
• 

  Transition Talks: Business Exit & Retirement Strategies

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

  Sep 18, 202545 minS0

  <p>What happens when the hardest part of selling your business isn’t the numbers, but the life change that follows?</p> <p>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.</p> <p>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?”</p> <p>Gain insight as this conversation covers:</p> Denise’s journey from therapist to lawyer to transition guide Why business...

  ListenShow Notes
• 

  Transition Talks: Business Exit & Retirement Strategies

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

  Jun 19, 202527 minS0

  <p>Most business owners dream about the big payout, but not enough focus on the number that matters: what ends up in your pocket. </p> <p>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.</p> <p>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.</p> <p>By liste...

  ListenShow Notes
• 

  Transition Talks: Business Exit & Retirement Strategies

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

  May 15, 202538 minS0

  <p>What happens when you’re truly ready to sell your business? </p> <p>This discussion can help you avoid the pitfalls of business transitions and help create a smooth, successful exit.</p> <p>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 key elements of successful business sales and transitions. </p> <p>From understanding your true goals to preparing your financials, Matt and Josh want to help make sure you’re ready for the next chapter. </p> <p>Key conversations in this ep...

  ListenShow Notes
• 

  Transition Talks: Business Exit & Retirement Strategies

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

  Apr 17, 202541 minS0

  <p>What complexities surround inheriting a family farm, and how do family dynamics influence estate planning? </p> <p>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 next generation early can propel businesses forward, why transparency with heirs is crucial, and how strategic planning can prevent future disputes.</p> <p>Key takeaways include:</p> Why involving heirs early in decision-making is a smart move (15:33) The pitfalls of treating heirs equally v...

  ListenShow Notes

Recent guests on Transition Talks: Business Exit & Retirement Strategies. Study who booked and why before you pitch.

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.