We are now in the third installment of this eight-part series where I was a guest on the Virtual U.S. Financial Advisors podcast. In this episode, I discussed the importance of identifying value divers and exit objectives for the family business.
One of the important aspects of my financial assessment process is to consider the things within your business that we can work on to help drive the value of the business up.
I also talked about:
(04:49) What is a value drivers report
(06:34) How to use the value drivers report
(09:42) Could the same exit planning concept be applied to serial entrepreneurs
(11:20) The key things to focus on in an exit objective
(20:02) Why building a sound financial plan takes a collaborative effort
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.
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.