Most business owners think they can handle their exit plan on their own—or with the help of a CPA or attorney. But without the right expertise and coordination, that DIY approach often leads to missed opportunities, legal headaches, and costly mistakes.
In this episode, Matt Di Francesco explains why going solo on your exit plan rarely works. He shares real-world examples of owners who tried to manage their transitions themselves, and the financial and emotional fallout that followed. Matt reveals how having the right team of experts can protect your wealth, your legacy, and your peace of mind.
Matt also talks about:
(00:51) Why your exit plan needs a coordinator to put all the pieces together
(02:28) The key difference between tax preparers and long-term tax planners
(04:28) Why dedicated experts matter for tax, estate, and legal planning
(06:32) How emotional attachment can stall your business transition
(10:34) How expert negotiation structures deals in your favor
(11:34) Why succession planning should start the day you open your doors
(12:39) How burnout and rushed exits cost you real value
(13:52) Why defining your post-exit vision is key to lasting fulfillment
Connect With Matt DiFrancesco:
matt@highliftfin.com
(814)201-5855
LinkedIn: Matt DiFrancesco
LinkedIn: High Lift Financial
Facebook: High Lift Financial
Instagram: @high_lift_financial
YouTube: @highliftfinancial
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 strategies 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
