High Lift Financial's Top Services For Customers Like You.

High Lift Financial provides expert business and financial guidance, helping owners navigate life’s challenges and achieve long-term goals, from seamless business transitions to secure retirements. We offer tailored, fee-based solutions, empowering you to minimize expenses, maximize growth, and confidently face the future, regardless of your business’s stage.

The Complete High Lift Financial Services.

1. Customized Financial Planning for Auto Shops: Aligning Your Business Goals with Your Personal and Company Long-Term Vision.

In the competitive auto repair industry, adapting to economic shifts and maintaining financial health is crucial. Matt DiFrancesco, with 15 years of experience as a family business advisor, offers comprehensive financial services including management and bookkeeping, tailored to your business and personal vision. Schedule a free consultation to explore how a customized financial plan can drive your auto shop’s success.

2. Aligning Family Visions: Tailored Business Succession Plans for Auto Shops, Designed Through a Proven Five-Step Process

High Lift Financial specializes in creating comprehensive business succession plans for auto shops, ensuring the continuation of multi-generational wealth and a smooth leadership transition. We facilitate family meetings to align visions and implement a detailed five-step process, analyzing business and family needs for a seamless handover. With Matt DiFrancesco’s three decades of experience, we guarantee your legacy is left in capable hands, securing your auto shop’s future.

3. Building Your Legacy: Secure Retirement Planning and Seamless Business Transition Strategies for Auto Shop Owners

High Lift Financial specializes in retirement planning for auto shop owners, ensuring a seamless business transition and a secure future. We focus on creating multi-generational legacies through strategies like the ‘self-buyout’ program, enabling financial independence in retirement. Our tailored plans address the unique challenges of family businesses, providing expert guidance for a prosperous retirement and business succession.

4. Strategic Tax Solutions for Auto Repair Businesses: Building a Foundation for Sustainable Financial Growth.

Navigating the complexities of auto shop taxes requires expert knowledge and strategic planning. Matt and his dedicated team offer comprehensive tax services that go beyond mere calculations, focusing on maximizing savings and accelerating your business’s growth. By leveraging available tax reliefs and tailoring financial strategies to your specific goals, we empower you to reinvest in your business or secure your future. Schedule a free consultation to discover how our virtual one-stop shop can repair your finances and enable long-term wealth management.

5. Owner-Based Planning™: Brings Every Piece Together

Financial planning is about more than investments or retirement. As a business owner, decisions involving your company, personal wealth, family, and future are often connected.

That’s why Owner-Based Planning™ focuses on the bigger picture.

We work with your existing advisory team to connect the right pieces, establish priorities, evaluate tradeoffs, and keep important decisions moving forward.

Coordination Creates Confidence and Momentum

Each area matters on its own. But the real value comes from understanding how one decision can affect another.
Owner-Based Planning™ helps connect those decisions, establish priorities, coordinate with the right professionals, and keep your strategy moving as your business and personal life evolve.

Investment Strategy

Align your investments with your business goals, retirement timeline, liquidity needs, and long-term objectives.

Retirement Planning

Build a retirement strategy around the lifestyle you want and the realities of business ownership.

Tax Strategy

Work with your CPA to consider tax decisions within the context of your broader business and personal financial plan.

Estate Planning

Work alongside your estate planning attorney to help align ownership, legacy, and family goals with your overall financial strategy.

Business Planning

Evaluate business decisions alongside your personal financial goals, including growth, capital needs, debt, ownership, and long-term value.

Business Transition Planning

Prepare for a future ownership transition by connecting business value, timing, successor options, family considerations, and your personal financial needs.

Risk Management

Coordinate protection strategies designed to help safeguard your family, business, income, and assets.

Business Continuity Planning

Prepare your business and family for the unexpected by coordinating ownership, financial, and protection strategies before a disruption occurs.

Family Wealth Planning

Develop a long-term strategy for preserving wealth, supporting future generations, and building the legacy you want.

Value Growth Planning

Identify and strengthen the key drivers that can increase your business value while supporting your personal financial goals and long-term plans.

Navigate Your Financial Future with Confidence. We Provide Expert Planning and Tailored Solutions for Business Owners.

Secure Your Legacy and Achieve Financial Freedom. We Specialize in Seamless Business Transitions and Multi-Generational Wealth Planning.

Life’s challenges, from generational transitions to unexpected emergencies, can overwhelm business owners. High Lift Financial provides relief, leveraging over 20 years of experience to deliver tailored solutions for business planning, financial monitoring, and retirement strategies. We empower you to navigate complexities, achieve long-term financial goals, and confidently face the future, regardless of your business’s stage.