Inside Context Financial: Guiding Family Businesses Through Change (Ep. 2)

Transition Talks: Business Exit & Retirement Strategies
06/06/2024 25 min
Inside Context Financial: Guiding Family Businesses Through Change (Ep. 2)

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Episode Synopsis

What makes Context Financial uniquely equipped to handle family business transitions? In this episode of Transition Talks, Josh Ackerman talks about what makes Context Financial uniquely equipped to guide family businesses through significant transitions. He shares the company’s history, founded by his father in 2000, and emphasizes the importance of understanding client context. Josh explains …

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