A couple of weeks ago, I shared with you the first of an eight-part series where I was invited as a guest for the Virtual U.S. Financial Advisors podcast. Basically, I gave the audience an idea of how I identify my client’s major wants, needs, and concerns through my financial assessment process.
In this second episode, I discussed why some business owners consider the maximum price/minimal taxes as one of their top financial concerns, and why it’s important to have a basic valuation for your business.
I also talked about:
(04:28) What is a basic business valuation for?
(07:33) What are the things to look at to help gauge a business’ value
(11:02) What a retirement plan does
(14:21) When is a good time to start planning for your exit
(15:43) Why I consider myself a “financial quarterback”
P.S. Financial needs and concerns vary for each person. If you wish to take your financial assessment with me, go to www.highliftfinancial.com and click on Let’s Talk.
Connect With Matt DiFrancesco:
(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 HighLift Financial is a Registered Investment Advisor registered with the State of Pennsylvania and subject to the State of Pennsylvania’s regulatory oversight.
