Building on the success of
business owners

As a successful business owner, you know very well that your business brought with it a whole new set of responsibilities – to your employees, to your family and to the longevity of your business. While you may feel secure in your current success, you may also feel great uncertainty about the future.

That’s why our first priority for our business owner clients is helping them gain a sense of control about the future by planning thoroughly and thoughtfully in the present. Our team will work closely with you to address the important issues you face, from ensuring that your employees have suitable retirement plan options to planning for your family.

To help you prepare for the future both personally and professionally, we offer comprehensive business continuity, estate and legacy planning services, as well as succession planning, business valuation, buyer review and sale assistance through trusted partnerships.

In addition to our own experience and financial knowledge, we have access to all the resources of Raymond James, one of North America’s leading financial services firms. Best of all, you’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to growing your business.

Questions we can help with:

  • How can I maximize my after-tax return in my holding company?
  • Should I exercise some of my stock options at the current price?
  • Is an Individual Pension Plan right for me?
  • How can I protect myself and my family from creditors?

Our services include: