The One Task Shop Owners Overlook Too Often |
Автор: High Lift Financial
Загружено: 2025-08-02
Просмотров: 426
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#shorts
Every 3 to 5 years, it's critical to review your buy-sell agreements, estate planning documents, and other key legal paperwork.
Even if nothing has changed, a quick check can reveal gaps in funding or poor implementation that could cause major issues later.
Make it a routine, not a reaction.
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#wealthmindset #financialadvisor #wealthmanagement #exitstrategy #exitplan #certifiedexitplanner #familyownedbusiness #shopsmallbusinesses #collisionshop #autorepairshop #BusinessPlanning #EstateReview #BuySellAgreements
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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.
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