))
61. How a Financial Assessment Process Works - Part 2: Know What Your Business is Worth
Manage episode 343234612 series 3285149
Content provided by Matt Di Francesco. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Matt Di Francesco or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
A couple of weeks ago, I shared with you the first of an eight-part series where I was invited as a guest for the Virtual U.S. Financial Advisors podcast. Basically, I gave the audience an idea of how I identify my client’s major wants, needs, and concerns through my financial assessment process.
In this second episode, I discussed why some business owners consider the maximum price/minimal taxes as one of their top financial concerns, and why it’s important to have a basic valuation for your business.
I also talked about:
- (04:28) What is a basic business valuation for?
- (07:33) What are the things to look at to help gauge a business’ value
- (11:02) What a retirement plan does
- (14:21) When is a good time to start planning for your exit
- (15:43) Why I consider myself a “financial quarterback”
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.
110 episodes
Share
