Context Financial LLC

Context Financial LLC WE:
Listen for emotion. Understand & challenge for personal context. Deliver guidance, confidence Deliver guidance, confidence & peace of mind.

01/27/2026

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

12/17/2025

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

12/08/2025

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

11/17/2025
11/17/2025
09/26/2025

Business transitions ripple through every part of life: family, friends, community, and identity.

Denise Logan calls it a true empty nest moment for owners. It’s freedom and loss at the same time.

🎧 https://apple.co/48jYSkA

09/24/2025

✏️ Grab a pen and paper, and check out this clip.

Would you write down some of the same things that Josh did?

✅ A sense of accomplishment
✅ Helping others
✅ Community and connection
✅ Validation that his skills make a difference

Work is so much more than a paycheck; it’s purpose, growth, and belonging.

👉 Your turn: What do you get from your work besides financial security? Tell us in the comments!

Watch this week’s episode with guest Denise Logan: http://bit.ly/46JGlNh

09/22/2025

FINDING THE RIGHT QUESTIONS

“Which questions guide our lives? Which questions do we make our own? Which questions deserve our undivided and full personal commitment. Finding the right questions is crucial to finding the right answers.”
¬¬
-Henri Nouwen

Jacqueline Kelm, author of Appreciative Living, believes that we live in a world our questions create. She wrote, “The internal and external questions we ask steer our thinking, attention, and images in one direction or another which in turn directs decisions and creates our experience.”
Most of us realize how important questions are in our daily interactions—it seems we are continually asking a question or responding to one. However, we are often less aware of the questions that we continually ask ourselves.
Our internal dialogue exists so automatically that we are barely aware it is happening. What develops are patterns of thinking that shape the way we view ourselves, our lives, and the world in which we live and work.
Kelm explained that although it is impossible to monitor every thought that runs through our brains, it is possible to become more aware of the question and answer “habits” that guide our lives. She wrote, “What we can do is realize these thought processes are going on, appreciate the value they provide, and make a point to ask questions in a more intentional way at appropriate times.”
Kelm also believes that what we pay attention to grows:
It is important to ask about what we want more of, and not less. Our attention will create our experience, and if we focus on lack, we create more lack.
In other words, if we choose to study success, we will not only find it, but more success will be generated. Lou Tice, creator of the Investment in Excellence program, describes the same concept in this way: “You move toward that which you think about.”
Similarly, Dan Sullivan, founder of Strategic Coach, Inc., has long promoted the power and value of “strategic questions.” For many years he has used one question in particular to foster clarity of vision and motivate positive change:
If we were having this discussion three years from today, and you were looking back over those three years, what has to have happened in your life, both personally and professionally, for you to feel happy with your progress?
What Sullivan has discovered is that this question provides a framework that enables individuals to simplify their complex lives. They gain clarity when they identify their top priorities and what will make them feel satisfied with their progress. The result is heightened awareness and a new confidence that will lead to important decisions and action steps.

Reprinted by permission of Money Quotient, Inc.

07/02/2025

C Corps have their perks—until you’re ready to sell.

In this week’s Transition Talks, Josh Ackerman explains why C Corporations can double your tax bill when it’s time to exit. Knowing when and how to structure your entity is so important!

Learn more before you list! 👉 Find the episode on Spotify and Apple Podcasts.

06/25/2025

That big sale number? It’s not what you walk away with.

Josh Ackerman breaks down the financial blind spots that hit business owners during a sale, like deal structure, depreciation, and double taxation.

Learn more by tuning in on your favorite podcast platform.

Apple Podcasts: https://bit.ly/44lp5gd
Spotify: https://bit.ly/4ngGBtI

Address

120 Kentucky Avenue
Lexington, KY
40502

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+18595141999

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