Stewardship of your entrepreneurial accomplishments

As a private business owner, you may need to contend with a number of uncommon and far-reaching financial decisions with impacts to both your business and your personal finances. In these situations, we believe experienced guidance and the proper application of resources can help you see these decisions from multiple angles – and with an eye toward future plans.

These decisions often come at transitional moments for you and your business, such as during expansions, acquisitions, partial sales, sales or as you create an exit plan from your day-to-day participation in the business. You may need:

  • The support of investment banking professionals: We have a close working relationship with Raymond James Investment Banking, a full-service operation led by senior bankers who have built deep relationships with businesses and investors across a wide range of industries.
  • Tax-efficiency planning, particularly in moments when you will have a sudden influx of income: With a multidisciplinary review of influx and your financial goals, these moments can become stepping stones to other life objectives, including philanthropy, multigenerational wealth or new investment and entrepreneurship.
  • Cash and income management: Asset-rich positions can make it difficult to provide for your lifestyle. Without selling your producing assets, we can help you manage income needs with the support of Raymond James Bank and a variety of specialized asset-based lending services.
  • Concentrated equity solutions: Business owners can face heightened risk as their business often comprises a majority share of their personal investment portfolio. Through a variety of strategies, we can help create diversification, which may partially mitigate such risk.
  • Business planning support
  • Business succession planning

A thriving business is a testament to its leaders, and often a reflection of their sacrifices. We work to help those entrepreneurs bring balance to their personal financial picture, so they may benefit from what they have created.

Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.

Banking and Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James & Associates, Inc.