Helping entrepreneurs Focus on what matters
Through the years, Catamount Financial Advisors has helped many business owners maintain their focus on managing and growing their business by taking on the complex task of planning for their financial future. We help entrepreneurs take a tax-efficient approach to investing, setting a plan in place for the next chapter in life. Collaborating with tax professionals, wealth strategists, business valuation specialists, business brokers and investment bankers experienced in mergers and acquisitions, we will help you make the most of your life’s work at each phase and stage.
Startup stage
As you build your venture’s foundation, we can help you:
- Create a safety net that includes a cash reserve
- Build a moat around your assets via titling and insurance
- Focus on your personal finances
Growth stage
As you take your business to the next level, we can help you:
- Identify financing opportunities for M&A activity
- Help with tax-aware investing and planning
- Analyze risk as your business grows
Established stage
As you enjoy business stability, we can help you:
- Build a strategic team and plan for business continuity
- Address your estate planning
- Review your options for the transfer of your business
Exit stage
Your life’s work is poised for a transition. We can help you:
- Work through business valuation and how to structure a sale
- Plan for the income tax on gains
- Plan to help you pursue new goals post-sale
