Leveraging comprehensive analysis by Moss Adams LLP, one of the largest CPA firms in the country specializing in valuation of financial planning firms, we’ll help implement an appropriate valuation model for your practice. Our Practice Planning and Acquisitions team works with you to gather current data on your practice, calculate the value of your business, and compare it against current industry benchmarks so that you can see how your practice stacks up line item by line item.
Once we establish a detailed valuation model for your practice, we help to interpret the data and work with your to create an action plan that you can follow to increase the value of your practice over time.
Succession and Acquisition Planning
You’ll face many big decisions over the course of your career, and we want Raymond James to be the last one you’ll ever have to make. That’s why we offer 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:
Valuation
Selling Your Practice
When it comes time to sell, we’ll provide access to a network of potential buyers and even assist with executing the sale transaction itself. We help clarify your desired outcome, define target transaction criteria and measure potential opportunities against your goals to match you with a buyer. From there, our Practice Planning and Acquisitions team will work with you through negotiation, agreement, due diligence and problem resolution; we will help you to avoid complications and pitfalls so you can move forward with confidence.
Succession Planning
Raymond James Practice Planning and Acquisitions team can help you to develop a comprehensive succession plan to maximize the value of your practice for your retirement or your heirs. You will benefit from our experience handling hundreds of different planning scenarios and can count on our assistance to cover all the components of your unique plan.
Our team can help you make the planning process straightforward and efficient. You’ll benefit from knowing you can one day exit your practice on your terms, and your clients will be assured that their finances will remain in good hands.
You owe it to yourself, your family and you clients to establish a future for your practice. When you’re ready to learn more, talk to our recruiting team about your desired outcome for your business.