Exit Planning Made Easy

Ready to sell your business

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
Business Owners

Business Owners

11/02/2021
We partner with you to design a plan that encompasses your business needs and your personal, family and legacy goals, with a focus on tax mitigation.
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Families & Individuals

Families & Individuals

11/02/2021
We’ll plan for today and future generations, creating a clear vision for the pursuit of your goals as we help you navigate your cash flow needs, including tax mitigation strategies.
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Corporate Executives

Corporate Executives

11/02/2021
From corporate stock benefit programs to tax mitigation, all the way to the efficient transfer of wealth, we support your objectives with strategies tailored for the C-suite.
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Your Skilled Team

Alex Bryan
Alex Bryan, CFP®
Senior Vice President, Investments
Ryan Bartley
Ryan Bartley, CEPA
Senior Vice President, Investments
Michael MacConnell
Michael P. MacConnell, MBA, CEPA, AAMS®
Financial Advisor
T. Michael Brock
Financial Advisor Trainee
Patti Steffens
Patti Jo Steffens, AAMS®, FPQP™
Practice Business Manager
Tina Noel
Tina Noel
Senior Service and Marketing Associate
Thor Larson
Client Service Associate
"Arriving at one goal is the starting point to another."
John Dewey

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Get experienced insight For the exit and beyond

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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