HighLift Financial

True empathy goes beyond surface-level questions. When you genuinely ask someone how they are, it’s not just about words—it’s about showing you care, building trust, and strengthening relationships. Empathy is a leadership strength that fosters connection, inspires loyalty, and helps you lead with authenticity. ?? Watch the complete episode of Your Business, Your Life podcast with guest, Petra S. ??https://lnkd.in/g2PzuTbQ #financialadvisor #wealthmanagement #exitstrategy #exitplan #certifiedexitplanner #supportlocalbusinesses #wealthmanagement #familyownedbusiness #smallbusinesslife #collisionshop #autobodyshop #EmpathyInAction #BuildTrust #LeadershipStrength Disclaimer: 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.

You’ve poured years into growing your business, starting from the ground up and working your way to the top. Eventually, the question hits: “What comes after this?”? Exit planning isn’t just for someday—it’s for today, so you can be prepared for tomorrow. ?? Watch the complete episode of Your Business, Your Life podcast ??https://lnkd.in/gNp-8yNW #exitstrategy #exitplan #certifiedexitplanner #supportlocalbusinesses #collisionshop #autorepairshop #BusinessGrowth #PlanAhead Disclaimer: 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.

Sustainability is more than just a buzzword—it’s about managing risk and keeping the wealth you generate in your business. By addressing environmental practices, fostering strong social connections, and maintaining sound governance, you’re building a business that thrives today and is attractive to buyers tomorrow. These components aren’t just good practice—they’re smart strategies. ?? Watch the complete episode of Your Business, Your Life podcast with guest, Eddie Hightower. ??https://lnkd.in/gcQd86r2 #exitstrategy #exitplan #certifiedexitplanner #familyownedbusiness #collisionrepair #autobodyshop #Sustainability #BusinessStrategy #RiskManagement Disclaimer: 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.

Investing in personal development not only grows your team but also shapes potential successors for your business. While a third-party sale may bring a significant liquidity event, it’s worth considering the legacy of what you’ve built. Developing your people ensures your vision endures beyond the sale. ?? Watch the complete episode of Your Business, Your Life podcast ??https://lnkd.in/g2Y7TdQr #exitstrategy #exitplan #certifiedexitplanner #supportlocalbusinesses #collisionshop #autorepairshop #LeadershipDevelopment #SuccessionPlanning #BusinessLegacy Disclaimer: 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.

??? Podcast Episode 105 – The Power of Education: Helping Collision Shops Thrive with John Shoemaker Education is the key to profitability for independent collision shops, helping them manage costs, refine processes, and ensure proper compensation. In this episode, John Shoemaker, AMAM joins Matt DiFrancesco to share expert insights on invoicing, documentation, and building strong industry relationships. ? WATCH the full episode HERE: https://lnkd.in/geDcQZNR #CollisionRepair #ShopProfitability #BusinessGrowth #AutoBodyShop #CollisionIndustry #RepairShopSuccess #AutomotiveBusiness #ProfitabilityMatters #IndustryEducation #ShopOwners DISCLAIMER: 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.

Every business has a lifecycle—it grows, evolves, and eventually transitions. A leadership coach guides businesses through every stage, helping improve communication, foster strong cultures, and align professional success with personal goals. The goal is to create organizations that thrive while maintaining harmony for everyone involved. ?? Watch the complete episode of Your Business, Your Life podcast with guest, Pete Walsh. ??https://lnkd.in/g4HtsHbd #exitstrategy #exitplan #certifiedexitplanner #familyownedbusiness #collisionrepair #autobodyshop #LeadershipDevelopment #TeamProductivity #BusinessGrowth?#Leadership #BusinessGrowth #OrganizationalCulture Disclaimer: 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.

Identifying your key employees and keeping them loyal is critical. A well-structured stay bonus plan, like a non-qualified deferred compensation plan with a vesting schedule, can ensure your top talent has something to gain by staying—and something to lose if they leave. It’s a smart move to help secure your team and your business’s future. ?? Watch the complete episode of Your Business, Your Life podcast ??https://lnkd.in/ggXcjFwv #wealthmindset #financialadvisor #wealthmanagement #exitstrategy #exitplan #certifiedexitplanner #familyownedbusiness #shopsmallbusinesses #collisionshop #autorepairshop #EmployeeRetention #BusinessPlanning #CollisionShopSuccess Disclaimer: 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.

Transitioning a business to the next generation isn’t as simple as taking over and doing things your way—it requires a thoughtful handoff to ensure success. Involving outside resources can provide fresh perspectives and help navigate potential pitfalls that may arise. Don’t let the transition be harder than it needs to be—reach out for guidance! ?? Watch the complete episode of Your Business, Your Life podcast with guests, John Hollingsworth and Kristle Bollans ??https://lnkd.in/gPDQijD4 #wealthmindset #financialadvisor #localbusinesses #wealthmanagement #exitstrategy #exitplan #certifiedexitplanner #supportlocalbusinesses #familyownedbusiness #smallbusinesstips #smallbusinesslife #shopsmallbusinesses #collisionshop #autorepairshop? #BusinessTransition #GenerationalSuccess #CollisionIndustry Disclaimer: 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.

Discover how family-owned businesses can create a legacy culture that inspires future generations while empowering employees and impacting the community. In this article, explore key strategies to help your business thrive across generations. ? https://lnkd.in/gctvPdC4 #FamilyBusiness #LegacyBuilding #NextGenerationLeadership #BusinessCulture #Entrepreneurship #FamilyValues #GenerationalWealth #LeadershipDevelopment #BusinessSuccess #InspiringChange Disclaimer: 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.

A buy-sell agreement isn’t just a legal formality—it’s the cornerstone of protecting your collision shop’s legacy and ensuring its continuity through unexpected challenges. Learn how this essential tool safeguards your business, employees, and family. #CollisionShopSuccess #BusinessContinuity #LegacyPlanning #BuySellAgreement #CollisionRepair #SmallBusinessTips #FamilyBusiness #EmployeeSecurity #Entrepreneurship #SuccessionPlanning Disclaimer: 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.