Financial guidance from any point in life

Business Owners There Must be Some Advantages?

Business Owners - There Must be Some Advantages?

As business owners themselves, the advisors at Bacon Financial Advisors are well aware of the hard work and commitment you’ve put into your business to make it a success. They are proud of the fact they have been able to help a variety of businesses succeed – from startups to the businesses that have endured for generations.

Most important, our advisors recognize your business is unique. Working with you as a partner in your success, they’ll take the time to understand your goals and help you address a wide variety of needs, including:

Above and beyond at Bacon Financial Advisors

If you’re a small business owner, our professionals can help you determine your exit strategy. Chances are much of your net worth is tied up in your company. That’s why an exit strategy is so important – because the right one can help position you to reap the benefits of the work, time and effort you’ve put into your business. From selling to a competitor to keeping your business in the family, we’ll help you evaluate all options, including the best way to receive payment. Our team – working alongside your other professional advisors – can help you structure the solution that’s most appropriate for your situation as well as advise you on how to invest the proceeds.


Our advisors help business owners find a financial balance between family responsibility and business obligations.

Securities offered through Raymond James Financial Services, Inc., member FINRA/ SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Bacon Financial Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Raymond James financial advisors may only transact business in states where they are registered. Follow-up and individual responses involving either the effecting of or attempting to effect transaction in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the financial advisor is not registered.

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