Of the 20% of businesses that sell, 50% do so with significant concessions from the seller

Source: 2013 State of Owner Readiness Survey, Exit Planning Institute

80% to 90% of business owners’ wealth is tied up in the business

Source: 2013 State of Owner Readiness Survey, Exit Planning Institute

Over 75% of business owners agree that having a formal transition strategy is important both for their future and the future of their business

Source: 2013 State of Owner Readiness Survey, Exit Planning Institute

Positioning your business For growth

We often work with owners who wish to steadily increase the economic value of their business before they plan an exit. The CEPA professionals at Catamount Financial Advisors work as the financial quarterback for a team of professionals who aid in this mission, including your CPA, legal advisor and M&A advisor.

Each has a role to play in identifying opportunities, finding efficiencies, looking out for the bottom line and analyzing risk as your business grows. Our objective is to help you make the most of your business while simplifying the complexities of wealth.

Get experienced insight For the exit and beyond

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