Show notes
Hello and thank you for tuning in to the Virtual U.S. Financial Advisors podcast. For part 3 of this eight-part series, Matt DiFrancesco walks us through his financial assessment process and discusses the importance of identifying exit objectives for the family business.Matt DiFrancesco is the Founder, Principal, and Member of High Lift Financial. He has been in financial services for the last 16 years. Although his focus is mainly on businesses within the automotive collision space, he’s also working with a number of small to mid-sized family businesses out there.Join us today as Matt talks about exit plans and value drivers.He also talks about: (04:37) What is a value drivers report (07:20) How to use the value drivers report to help drive the value of the business up (09:33) Could the same exit planning concept be applied to serial entrepreneurs nn (10:51) The key things to focus on in an exit objective (19:51) Why building a sound financial plan takes a collaborative effortGet a copy of Matt’s one-page assessment chart here: https://bit.ly/3tVosaqP.S. Each person’s financial concerns are different. To take your financial assessment with Matt, 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 oversight.ABOUT 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.