DiFrancesco

DiFrancesco is a financial planning business that helps owners plan for retirement and the transfer of their businesses. Its website, High Lift Financial, focuses on owners of collision repair businesses and aims to align family and business goals.

What DiFrancesco does

• Business transition planning: a roadmap for transferring ownership and management through succession, sale or merger.
• Exit planning: consultations with a certified exit planner.
• Financial planning and advisory: guidance to help owners make informed decisions and grow their business.
• Retirement planning: planning for owners who expect to retire in the coming years.
• Tax planning: tax planning as part of the service range.

Clients

Owners of collision repair businesses, who the site says want to align family and business goals.

Key facts

• Certified exit planner: consultations are held with a certified exit planner
• Focus: owners of collision repair businesses