Maarten Rietveld,  Cfp®, Cepa®, Cdfa®
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Maarten Rietveld, Cfp®, Cepa®, Cdfa® Email & Phone Number

Business Owners Wanting 2.0X Valuation & 0.5X Taxes at Perennial Financial Services
Location: Santa Monica, California, United States 3 work roles 2 schools
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Business Owners Wanting 2.0X Valuation & 0.5X Taxes
Location
Santa Monica, California, United States
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Maarten Rietveld, Cfp®, Cepa®, Cdfa® is listed as Business Owners Wanting 2.0X Valuation & 0.5X Taxes at Perennial Financial Services, a with 10 employees, based in Santa Monica, California, United States. AeroLeads shows a matched LinkedIn profile for Maarten Rietveld, Cfp®, Cepa®, Cdfa®.

Maarten Rietveld, Cfp®, Cepa®, Cdfa® previously worked as Maarten Rietveld, CFP®, CEPA®, CDFA®, AIF®, Exit Strategist at Perennial Financial Services and Certified Exit Planning Advisor® at Business Owner Succession Strategies (Boss) Group. Maarten Rietveld, Cfp®, Cepa®, Cdfa® holds Master Of Business Administration (Mba) from Thunderbird School Of Global Management.

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Email format at Perennial Financial Services

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Perennial Financial Services

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About Maarten Rietveld, Cfp®, Cepa®, Cdfa®

Build your Unfair Advantage | Become irresistible to buyers and command Best-in-Class premium | Our Value Acceleration is designed double your valuation | Then, AI Tax Ax™ seeks to slash your taxes by 50% | Advanced legal/financial strategy is required | Extraordinary outcomes favor the bold | No guarantee that you will achieve any of these goals, of course | 'Jump at the Sun, anyway' - - Zora Neale Hurston would say Question 1Can you take a few weeks or months off without your phone or laptop? If not, your business controls you. That's a job, not a company. | Kindle Growth ~ Dwindle Tax |Question 2Value GAP analysis. The net amount needed to get you a guaranteed life income after your exit. (It's more than you think). Question 3Imagine your company as a '3 legged stool'. A stable balance of your business, financial, personal goals. A striking fact: over 80% of small companies never sell, or the owner involuntarily exits. Why? Unrealistic expectations, or 1 of the '5 D's' Disability, Divorce, Disagreement, Distress and Death. Prepare - Now.The path to your Regretless Choice, includes 5 key areas.Integrated Tech Stack 1. VAM Value Acceleration Methodology 2. CAP Capitalize your KPI's 3. EOS Entrepreneurial Operating System 4. AI Tax Ax 5. Holistiplan____________________________________________________________________Maarten Rietveld is a Value Creator, Exit Strategist, Author, Certified Financial Planner, and Fiduciary at Perennial Financial Services, an innovative financial services company that provides training specifically designed to help business owners recognize the challenges of succession planning and implement value solutions. Maarten has spent the last 30 years focused on developing exit planning strategies. He thrives on making a difference and learning every day how to better guide people toward financial freedom.✤Maarten Rietveld is a LPL Registered Representative and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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Maarten Rietveld, Cfp®, Cepa®, Cdfa®'s current company

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Perennial Financial Services
Perennial Financial Services
Business Owners Wanting 2.0X Valuation & 0.5X Taxes
los angeles, california, united states
Website
Employees
10
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3 roles · 10 years

Maarten Rietveld, Cfp®, Cepa®, Cdfa® work experience

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Maarten Rietveld, Cfp®, Cepa®, Cdfa®, Aif®, Exit Strategist

Current

United States

2017 - Present ~9 yrs 6 mos

Certified Exit Planning Advisor®

Current

Los Angeles Metropolitan Area, California

BOSS (Business Owner Succession Strategies) is an innovative financial services company that provides training specifically designed to help business owners recognize the challenges of succession planning and implement appropriate solutions. ➤What's the benefit of working with a Certified Exit Planning Advisor (CEPA)?At BOSS, we offer ideas on how to set up your next chapter for success, and we help you create a roadmap of how you’ll transition out of your business. Business owners without a plan can profoundly regret selling! Instead of ‘taking what you get,’ the trick is to know how much you need your business to sell. Our Certified Exit Planning Advisors will help you with your financial plan, considering: capital gains taxes, business broker commission, attorney and CPA costs. We can help you figure out how to exit, when to exit, and to whom you want to sell your business. Exit and Succession Planning is just good business planning. Call (310) 490-0624 to find out how you can transition your business for top dollar - - when you are ready, on your terms.✤Maarten Rietveld is a registered principal with, and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Apr 2018 - Present

Exit/Wealth Strategist

Current

Los Angeles Metropolitan Area

Four Pillars 1. Exit Strategist for Owners, growing their business to Best in Class. (CEPA)2. Financial Planner for Retirees, quitting job - wanting life income. (CFP)3. Divorce Analyst for Couples, exiting marriage - - collab only. (CDFA)4. Accredited Fiduciary, your best interest only. (AIF) Collaborate with your CPA and estate lawyer to minimize your taxes today and for retirement/life income. For business owners planning to sell, your team usually includes: CPA, Attorney, M&A, Private Equity, Lender/Banker, Business Manager and sometimes a Therapist to help with family dynamics.Born in Holland, once the premier naval power on earth, we're taught early that you CAN'T change the wind, but you CAN adjust your sails to where you want to go. 💡LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. ✤Maarten Rietveld is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.California Insurance License #0L07623

Feb 2011 - Present
Team & coworkers

Colleagues at Perennial Financial Services

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2 education records

Maarten Rietveld, Cfp®, Cepa®, Cdfa® education

FAQ

Frequently asked questions about Maarten Rietveld, Cfp®, Cepa®, Cdfa®

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What company does Maarten Rietveld, Cfp®, Cepa®, Cdfa® work for?

Maarten Rietveld, Cfp®, Cepa®, Cdfa® works for Perennial Financial Services.

What is Maarten Rietveld, Cfp®, Cepa®, Cdfa®'s role at Perennial Financial Services?

Maarten Rietveld, Cfp®, Cepa®, Cdfa® is listed as Business Owners Wanting 2.0X Valuation & 0.5X Taxes at Perennial Financial Services.

Where is Maarten Rietveld, Cfp®, Cepa®, Cdfa® based?

Maarten Rietveld, Cfp®, Cepa®, Cdfa® is based in Santa Monica, California, United States while working with Perennial Financial Services.

What companies has Maarten Rietveld, Cfp®, Cepa®, Cdfa® worked for?

Maarten Rietveld, Cfp®, Cepa®, Cdfa® has worked for Perennial Financial Services, Business Owner Succession Strategies (Boss) Group, and Lpl Financial.

Who are Maarten Rietveld, Cfp®, Cepa®, Cdfa®'s colleagues at Perennial Financial Services?

Maarten Rietveld, Cfp®, Cepa®, Cdfa®'s colleagues at Perennial Financial Services include Audrey Kettering, Julian Locke, Cfp® Chfc® Crpc™ Cdfa®, Ximena Silva-Avila, Cfp®, Csric®, Anthony Lee, Cfa, and Stan Choo, Cfp®.

How can I contact Maarten Rietveld, Cfp®, Cepa®, Cdfa®?

You can use AeroLeads to view verified contact signals for Maarten Rietveld, Cfp®, Cepa®, Cdfa® at Perennial Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Maarten Rietveld, Cfp®, Cepa®, Cdfa® attend?

Maarten Rietveld, Cfp®, Cepa®, Cdfa® holds Master Of Business Administration (Mba) from Thunderbird School Of Global Management.

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