Jeanne Stapleton, MBA, CFP™, CEA,
Certified Value Builder
We’re experts at helping you identify and monetize the value in the business you’ve worked so hard to create.
With our succession planning expertise, you can pave your way to a smooth and lucrative exit – one that ensures a comfortable retirement, and the security of your loved ones long into the future.
With our comprehensive suite of Certified Value Builder™ resources, and retirement and estate planning services, we help you plan your journey to the retirement you so rightly deserve.
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Based Locally in Elmsdale, NS
Also Servicing:
Fall River, Enfield, Maitland,
Truro, Stewiacke, & More.
Featured
Exit & Break Free Mastermind
Our mini-mastermind that gets you started and answers your questions about how to transition from running your small business to exiting profitably.
In six weekly sessions, discover:
- how much you need to retire
- how much your business is worth
- how the exit process and transition works
- how to start planning for your successful exit
Click the More Info button to connect with this and the rest of our financial wellness, and professional exiting, services.
The Value Builder Engagement™
As experienced certified Value Builders, we help you plan to remove yourself from the day-to-day running of your business.
So that you can free up more of your time to identify and work on the key areas of your business that maximize its value for a more profitable exit.
Whether you decide to engage with our full mastermind or one-to one consulting, you’ll get an exit plan that helps turn your long-dreamed-for retirement into a secure, within-reach reality.
Click the More Info button to connect with this and the rest of our professional exiting services.
Retirement and Estate Planning
We help you ascertain your needs and the value of your assets (business and personal) so that you can plan for a secure retirement.
Helping you reduce your tax obligations and invest your money wisely for stable, optimal returns. So that you and your family are looked after during your retirement – and beyond.
Click the More Info button to connect with this and the rest of our financial wellness services.
Free Business Value Assessment Tool
Ever wonder where the true value of your business lies?
Use our complimentary business value self-assessment tool to discover key value drivers – and where your business lands within them.
So you know the areas that, when optimized, will increase the value of your business, leading to a more successful and profitable exit.
Click the Assessment button to connect.