Exit Planning Made Easy

When you’re ready to make an exit plan as a business owner, it helps to have an experienced guide.

At Catamount Financial Advisors of Raymond James, we specialize in smoothing the way to the next phase, working hand in hand with attorneys, accountants and valuation specialists.

Using our training as Certified Exit Planning Advisor® professionals, we collaborate with you well in advance of the transition, considering your business goals and your personal, family and financial objectives. We’re Wealth Advisors here to help you make your mark in life – on your terms..

Exit Planning Consultation

"Arriving at one goal is the starting point to another."
John Dewey