“Building a Business That Gives You Options,” presented by Matt DiFrancesco (High Lift Financial & Consulting), walks through three points on the ownership timeline, using real examples from both collision and mechanical shops:
1. Ready to Transition Now: What separates a strategic transition from a forced sale, and why the difference usually comes down to how much runway an owner gave themselves.
2. On a ~5-Year Track: Building transferable value, reducing owner dependence, minimizing tax liability, implementing effective estate planning strategies and developing a financial roadmap so the business is actually ready to transition when the
owner is.
3. On a 10–15-Year Track: Getting the foundation right early — developing a long-term vision, ensuring proper entity structure, owner compensation, and personal wealth building alongside the business — so decades of decisions compound in the
owner’s favor.

The session opens with a short introduction to Matt and High Lift Financial’s Owner-Based Planning approach, and closes with live Q&A. This webinar is being presented at no charge to current active AASP/NJ members.