I provide comprehensive financial planning services, personal investment management, business (key person, buy-sell funding) and personal (life, disability, critical illness) insurance most specifically to independent women. Over 20 years in financial planning and insurance experience, virtual services across Ontario.
Millie can be reached by email at: millie.gormely1@gmail.com
Yes, but it was more than 1.5 years ago
It may be time to evaluate whether your valuation is still an accurate representation of your business.
Yes, within the last 18 months
We can work with you to update your valuation and determine the next steps to achieve your exit planning goals
No, I don’t want one
We can work with you to update your valuation and determine the next steps to achieve your exit planning goals.
No, but I am considering it !
Robbinex requires a valuation for us to list your business for sale, however, we are willing to consider accepting valuations from other providers. How can we help?
