0
News Podcast

As a business owner, you have put countless hours, blood, sweat, and tears into growing your business. It has become a massive part of your life, with a significant financial and emotional investment. 

However, as much as you love your business, you can’t stay in it forever.

Because the reality is, at some point, you will need to exit, whether due to retirement, family reasons, or other unforeseen circumstances. 

But with a solid plan in place, you could take advantage of potential opportunities to maximize the value of your business and secure a comfortable retirement.

That is why if you want to put yourself in a much better position to achieve your goals and protect your legacy, developing a comprehensive exit strategy needs to start now.

In this episode, Matt Di Francesco shares his insights on the importance of planning with the end in mind and why now is the perfect time to start building your business exit strategy.

Matt talks about:

(02:44) Why business owners shouldn’t wait to create an exit plan
(03:06) What most shop owners miss when running their business
(07:22) The value of family meetings
(10:18) The biggest challenge in the planning process
(16:56) Why business owners must know the value of their business
(20:09) One of the most challenging conversations to have with most shop owners
(21:43) The benefits of hiring an exit planner

 

Connect With Matt DiFrancesco:

matt@highliftfin.com

(814)201-5855

LinkedIn: Matt DiFrancesco

LinkedIn: High Lift Financial

Facebook: High Lift Financial 

 

DISCLAIMER:

The information compiled and posted here solely represents the opinions and views of the guest. It might not be similar to the opinions and views of High Lift Financial. It is not a substitute for tax or legal advice or professional investment.

Always consult your financial advisor with any personal or business planning queries. DiFrancesco Financial Concierge, LLC. d/b/a High Lift Financial is a Registered Investment Advisor registered with the State of Pennsylvania and subject to the State of Pennsylvania’s regulatory oversight. 

High Lift Financial

2150 Hillholm Street
Johnstown, PA 15905

Office: 814-201-5855
Toll-Free: 855- 804-3548
Fax: 855-804-3547
matt@highliftfin.com

Disclosure Documents

Links

All information is obtained from sources deemed reliable, but not guaranteed. No tax or legal advice is given nor intended. Content provided herein or on our website should not be construed as an offer for investment advice or for securities, insurance, or other investment products. Investments involve the risk of loss and are not guaranteed. Consult a qualified legal, tax, accounting, or financial professional before implementing any investments or strategy discussed here.
 
High Lift Financial is a DBA for DiFrancesco Financial Concierge, LLC.  Investment advisory services are provided through Cornerstone Planning Group, LLC, an independent advisory firm registered with the Securities and Exchange Commission.

 © 2024 High Lift Financial | Managed by Be Eminent Marketing | Sitemap