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
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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Niches
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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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

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

Information & insight

Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
Beyond education savings, these plans can work for you - not just your kids.
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Family & Lifestyle
With persistent inflation and a resilient economy, the Fed's updated projections show two rate cuts next year.
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Markets & Investing
During the holidays, giving is often top of mind. Discover how to make it a lasting part of your future plans.
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Estate & Giving
Take action during an overwhelming time with this quick guide.
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Family & Lifestyle

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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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