88% of owners do not have a formal transition team

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

Only 4% have a formal “life after business plan”

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

A purpose-driven Process

The Catamount Financial Advisors team can advise you throughout the business life cycle, laying the groundwork to help you grow and eventually transition out in the way you’ve imagined. Focusing on the long game, we prepare you and your business for when opportunity knocks. Through the years, we have developed a thoughtful, disciplined process for managing owners’ wealth, detailed below.

Exit planning process:

Business | Personal | Financial

Successful exit strategy:

Maximize transferable value Ensure owner is financially prepared Develop a plan for what is next

Value acceleration:

Discover | Prepare | Decide

Get experienced insight For the exit and beyond

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