Exit Planning For business owners
With the day-to-day details of running your business taking up your bandwidth, there’s not much time or energy left to strategically plan for the future. That’s where Catamount Financial Advisors comes in. Using our specialized training and a collective century of industry experience, we collect and analyze all the data points of your personal and business goals – creating a plan to make the most of what you’ve built.
Because timing is everything, having an advisor to guide you in the years before retirement is particularly important. Exit planning, when done well, is like a well-choreographed dance with many parts moving in unison. There are many things to work out, including how you want to structure the deal and what you envision for yourself in your next chapter. From maximizing business value to minimizing taxes, we’ll be by your side planning for the road ahead.
Learn more about our business planning services:
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