Guidance for business owners from grand openings to exit strategies

You know how much hard work and commitment it takes to run and build a successful business. Wisely, you want someone with that same understanding when it comes to getting the financial advice and guidance you need to take your business to the next level.

We are well-versed in the needs of business owners and have helped many new, growing and mature businesses succeed. We know that ultimately the endgame is to sell the business to your family members, key employees or outside party, and create a liquidity event to fund your retirement or next endeavor.

The successful sale of your business can have substantial financial potential for you, your family and your legacy, but initiating an exit strategy while still managing your business can be complicated. What is your business worth? What can be done prior to the sale to create the potential for significant tax savings? How should you invest the proceeds?

All too often, business owners do not realize how difficult it can be to manage this process objectively when they are at the center of it. It can cause them to make decisions that hinder rather than help. While your experience in running a successful business goes a long way, we believe we can add real value by offering the prudent counsel of a professional advisor.

At Even Keel Wealth Advisors, we have the experience to help guide you through this significant life event. We can coordinate a team that includes Raymond James professionals in wealth planning, investment banking, trust services and charitable giving, as well as your CPA and estate attorney – to tailor a cohesive and comprehensive wealth management plan for you.

Services Include

  • Business Sales and Valuations
  • Retirement Plans
  • Personalized Wealth & Investment Management for Business Owners
  • Risk Management
  • Banking & Lending Solutions1
  • Insurance & Annuities2
  • Estate Planning
  • Charitable Giving
  • Cash Management

1Lending solutions offered by Raymond James Bank, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.