Financial Life Planning for Owners of Family Businesses
Guidance to Help Fund a Great Retirement and Pass on the Business
We are here to help you:
Feel Assured You Have Everything Covered
Transition the Company in the Best Way Possible
Gain Confidence Your Financial Situation Is Stable
How Do You Pass on the Business and Make Sure You Have Enough Money to Live on?
As a family business owner, you may feel:
Worried about how to simultaneously leave a healthy company to your successors and create a good retirement for yourself.
Trapped by the many transition decisions you face that you've never had to make before.
We believe you have successfully built an asset over the years that you can now leverage to support yourself and the next generation.
Transition the Company in the Best Way Possible - for You and Your Family
Our goal is to help you:
Legal and Financial Preparations
Help you prepare for the transition, such as guidance on creating legal documents, resolving tax issues, and setting up ownership structures.
Family
Harmony
Help foster a harmonious environment within the family on business matters, reducing conflicts and nurturing consensus on the direction of the transition.
Governance and Structure Changes
Collaborate on governance changes, such as implementing new policies, updating operational procedures, and restructuring departments to align with the transition goals.
You Have Two Main Priorities You Want to Fulfill
We understand how hard it can be to fund a great retirement while ensuring all your children receive their fair share of your legacy.
We provide True Wealth Planning to help business owners use the largest financial transaction of their career to create a purposeful life in retirement and smoothly pass on the business.
As a CERTIFIED FINANCIAL PLANNER™ professional, financial advisor Josh Ackerman provides comprehensive planning to help achieve your goals. He successfully completed the Business Exit Institute's "Exit Planning Boot Camp" training in 2020.
Josh has worked with other business owners who, just like you, struggle to ensure that all their children receive their fair share when perhaps only one child will inherit the business. He understands how fraught that situation can be and will help guide you through it, as he has done with his other clients.
Guidance to Help Create a Future You Feel Good About
For owners of family-owned businesses, the need to simultaneously leave a healthy company to their successors and create a good retirement for themselves often leaves them feeling trapped by the many decisions they’ve never had to make before.
At Context Financial, our True Wealth Planning process helps these business owners create a purposeful life in retirement and smoothly pass on the business so that they can feel confident they have transitioned the company in the best way possible — for themselves and their families. We are an independent Registered Investment Advisor based in Lexington, KY, helping owners of family businesses throughout Central Kentucky. Many of our clients come to us because they have grown tired of working on the business and need a plan for what is next. They seek professional guidance in transitioning the business so they can enjoy a stress-free retirement while passing on the company to the next generation. Working with you, we help you:
Create a purposeful new chapter
We help you create a life of “true wealth” where your time, money, and attention are aligned with your values.
Resolve conflicts
We have an established process to help family members clarify what they want to happen when the business transitions ownership.
Achieve financial stability
We help you craft a well-planned transition to improve the financial stability of the business so it remains competitive in the long term.
Services
Financial
Planning
Investment
Management
Goal
Setting
Retirement
Planning
Tax
Planning
Business Exit & Succession Planning
Retirement Income Planning
Estate and Legacy Planning
How to Work With Us
1
Schedule a Call
Schedule a call to share your concerns and see if we are a good fit.
2
Finish the Surveys
Finish the financial satisfaction and life transition surveys and meet to discuss the results.
3
Sign the Agreement
Sign the agreement to get started on your True Wealth Plan.
Are We a Match?
You want to partner with a financial advisor whose expertise is working with people like you. We may be a good fit if you:
Are the owner of a family business seeking confidence about the next chapter of the family business and your own financial future.
Want an ongoing relationship with a financial advisor to help you stay on track with your business transition goals while managing your investments at the same time.
Have at least $750,000 in annual revenue or $500,000 in investable assets.
Take the First Step: Schedule a Call!
Are you ready to stop worrying about how to pass on the business and receive enough money to live on? Take the first step to feeling confident you have transitioned the company in the best way possible—for you and your family—by scheduling an introductory call.
Free Ebook
The 8 Key Drivers of Company Value
Gain a deeper understanding of the strategies and actions that can transform your business into a more lucrative asset and help you secure a more prosperous and rewarding future.
Ebook Form
Memberships & Associations
Get in touch with us
120 Kentucky Avenue, Suite 120 Lexington, KY 40502
Tel: (859) 514-1999
Fax: (859) 266-0175 | josh@contextfinancial.com
Copyright ©2024 Context Financial. All Rights Reserved. Designed by TinyFrog Technologies.