As a business owner, it’s easy to have your nose so close to the grindstone that, at some point, you look up and wonder, “What is it that I’m ultimately trying to accomplish?” 

In this episode, Matt DiFrancesco shares steps that you can take to define your business’s present and future purpose. With an eye to the future, Matt guides you through questions to consider as you plan to retire or transition your business. Get ready to hear stories of other business owners who’ve carved out their purpose and navigated life-after-business with their families.  

In this episode, you’ll learn:

  • Why is it important to start envisioning what life will be like after the business
  • Why it’s critical to not overlook the value of human capital
  • Why choosing the proper setting for your family meeting can contribute to its success
  • And more!

Tune in now as Matt helps you pinpoint what you want your business and life to look like.

 

 

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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