Show notes
Welcome to the Virtual U.S. Financial Advisors podcast. This week, we are going to share the 2nd part of an eight-part series where Matt DiFrancesco goes into the details of the financial assessment process that he goes through with his clients.Matt DiFrancesco is the Founder, Principal, and Member of High Lift Financial, a full-service RIA financial firm that specializes in working with small to mid-sized family businesses.Join us today as Matt discusses why some business owners consider the maximum price/minimal taxes as one of their top financial concerns, and why is it important to have a basic valuation for your business.He also talks about: (04:17) What is a basic business valuation for? (07:20) What are the things to look at to help gauge a business’ value (10:51) What a retirement plan does (14:04) When is a good time to start planning for your exit (15:31) Why Matt considers himself as a “financial quarterback”Get a copy of Matt’s one-page assessment chart here: https://bit.ly/3tVosaqP.S. Have a financial plan that is tailor-fit for you based on your wants, needs, and concerns. Take your financial assessment with Matt now. Just go to www.highliftfinancial.com and click on Let’s Talk.DISCLAIMERThe 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 oversightABOUT OUR GUESTMatt DiFrancesco has worked with family businesses of various kinds over the past three decades. During that time, he has established himself as a valued advisor in all aspects of family businesses, from customized retirement plans and financial planning to cash management planning.Today, Matt is the Principal and Financial Technician for automotive repair professionals at High Lift Financial where he and his team of professionals help small to mid-sized family business owners (including those from outside the automotive industry) navigate all of the critical financial events that happen inside and outside their business.