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When it comes to family businesses, continuity is key. And no one knows this better than the business owner who is looking to transition out of their business.

I’ve been working with family businesses for the last 17 years. And since then, I’ve developed relationships with business owners who became my personal clients.

As I learned about the intricacies of the business and how important business continuity is for these owners, I’ve put together my own system in order for me to help them.

Today, I’m sharing the interview I had on Why We Plan: A Podcast For Exit Planners and Business Owners with host and BEI Founder John Brown. I shared my story of how I got into Exit Planning and how the BEI 7-Step Exit Planning Process™ and access to a network of seasoned professionals have made a world of difference to my clients and their businesses.

I also talked about:

(01:20) What got me interested in Exit Planning
(02:24) What I really love about BEI
(04:07) The first step of the exit planning process
(04:39) What most advisors aren’t aware of about exit planning
(08:01) The core of my business

 


 

Connect with BEI

Websites https://www.exitplanning.com/

LinkedIn: https://www.linkedin.com/company/business-enterprise-institute/

Twitter: @BEIexitplanning

Facebook https://www.facebook.com/BEIexitplanning

Youtube: https://www.youtube.com/user/ExitPlanningExperts

Phone: (888) 206 – 3009 – Toll-Free

(303) 321 – 2242

 

Connect with John Brown

Websites: Exit Planning for Advisors 

Inside the Exit Blog

John Brown Presents

LinkedIn: https://www.linkedin.com/in/johnhbrown/

 


Connect With Matt DiFrancesco:

matt@highliftfin.com

(814)201-5855

LinkedIn: Matt DiFrancesco

LinkedIn: High Lift Financial

Facebook: High Lift Financial 

 

About BEI:

Business Enterprise Institute, Inc. (BEI) is an organization that provides business advisors the tools to help them differentiate their practice and provide better solutions to clients.  They offer comprehensive Exit Planning training, marketing support, and plan-creation tools,

For over 25 years BEI has helped advisors build deeper relationships with clients and have provided resources to help business owner clients reach their goals.

About John Brown:

For over 30 years, JOHN H. BROWN has skillfully guided hundreds of business owners through the most important financial (and emotional) transaction of their lives: the exit from their companies.

Today, John Brown is the founder of Business Enterprise Institute Inc. (BEI).  He created the BEI 7-Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients.

 

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

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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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