You have worked hard and your business is booming. But what happens after you leave?

In this episode, Matt DiFrancesco discusses the importance of family meetings when planning the future of your business. Whether family members want a role or prefer to step back, Matt explains the crucial idea of keeping everyone on the same page. 

In this episode, you will learn:

  • Why open communication is important
  • Why the entire family needs to be present during these meetings
  • Why mediators are a key role in family business planning
  • And more!

Learn about the importance of creating a vision for your business with the entire family in this episode of Your Business, Your Life!

 

 

Have a question? Send us a message.

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

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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.

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