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  • Andrea Patrick
    Brownwood Paddock Square 2631 W Torch Lake Dr The Villages, FL 32163-2001 D: 352.571.3124 M: 352.653.5500
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Companies' sustainability goals encourage efficiency
Companies show that environmental business practices can be good for business.
Technology & Innovation
Recruit and retain your staff with equity compensation
Equity compensation has proven to be an important consideration for employees—which makes it important to employers as well.
Business Ownership
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To mitigate risk, separate your personal and business assets
Approach your insurance coverage and your company’s legal structure thoughtfully to help distance your personal assets from your business’s.
Business Ownership
Protecting your intellectual property in a sea of ideas
Intellectual property insurance may help you enforce your rights.
Technology & Innovation
Making a nonfamily successor the head of the family business
Setting expectations and redefining roles can ease a leadership transition.
Business Ownership
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Managing cash, the essential fuel of your business
Learn more about how to strike the right balance with your business’s cash management.
Business Ownership
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Set the tone for success with solid onboarding
Emphasize company culture starting on – or even before – day 1.
Business Ownership
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A business owner's guide to year-end tax planning
Tax mitigation strategies can help the bottom line.
Business Ownership
Concentrated wealth poses significant risks and complexities
Explore strategies for mitigating outsized stock positions, including those that allow for continued ownership of the shares in question.
Markets & Investing
Setting 2023 goals for your business? Consider these ideas
From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year.
Business Ownership
Does your business qualify for this notable tax deduction?
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
Tax Planning
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Andrea Patrick

Raymond JamesRaymond James
  • Andrea Patrick
  • Brownwood Paddock Square 2631 W Torch Lake Dr The Villages, FL 32163-2001
  • D: 352.571.3124
  • M: 352.653.5500
  • Map & Directions
  • Map & Directions

 

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