Succession planning

You'll face many big decisions over the course of your career. We want Raymond James to be the last one you'll ever have to make.

At Raymond James, you'll find all the support you'll need to expand your practice as your goals evolve and, eventually, pass it on as you see fit. When you're ready to grow, we'll help you through each stage of researching, negotiating with and acquiring another practice or book of business. And when you're ready to retire, we'll help you establish a formal business succession plan – building long-term value that will one day help you maximize the rewards of your years of hard work.

Following our proprietary program, we'll offer you strategic guidance through each stage of the succession planning process, including:

  • Training – Expand your mind, your business, and your future successor options, with the help of our new advisor training and other programs.
  • Growth – Be ready to take advantage of attractive opportunities through conferences, marketing, coaching and practice acquisition support.
  • Transition – When it's time to retire, we'll support your succession plan, helping you identify and integrate the right successor or sell your business on your terms.