Mitch Hundman
Raymond James
Carefree, Arizona
Contact
How to contact
mitch.hundman@raymondjames.com
Professional Profile
Call Me When
Call me when you’re working with a business owner who is looking to sell and needs help aligning their financial plan with their exit strategy.
Professions
Wealth Manager
Functional Expertise
Cash management
Charitable giving
Finance
Financial Modelling
Investments
Real estate
Retirement
Exit/Transition Planning
Professional Certification
AAMS
Transition Planning Certification or Methodology
We follow a structured, team based planning approach that integrates tax, legal, and financial perspectives to support successful business transitions
Client Industries
Business Services
Energy/Utilities
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Transportation/Storage
Chapter information
Membership
Phoenix Individual
Member since
New Member
Why I'm a Member of XPX
because it brings together a collaborative network of advisors committed to helping business owners achieve successful exits through thoughtful planning.
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