Business Owners
As a business owner, you have a lot to keep up with. You have cash to manage, retirement plans to implement, and taxes and insurance to stay ahead of.
No middle anything, just us
Let us take some things off your plate. We prioritize your long-term goals, crafting strategies that help ensure the financial stability of your business for future generations.
We work with you to identify priorities and long-term goals and create a business plan that maps out your future.
We craft a tax-efficient, low-cost portfolio tailored to meet your income and growth needs, with a focus on both current and future goals.
We strategically design your portfolio to help safeguard and grow your wealth at the same time.
Monetizing your business creates a substantially different balance sheet. We partner with estate planning attorneys and professionals to protect and preserve that wealth for you and future generations.
We create a compelling business narrative that highlights your unique value, collaborating with experts to accurately assess and optimize key features for maximum economic benefit.
Taxes significantly impact business sale proceeds. We analyze transactions both before and after the sale to help maximize your net gain.
Once your business is assessed, we connect you with ideal partners from our extensive national network of boutique investment banks to manage the sale.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
