Your business. It’s your greatest accomplishment – and it’s likely your greatest asset. Does your wealth plan reflect that?
Business owners are in a unique position when it comes to wealth. You are the master of your professional destiny and your financial future, and all of the responsibility – for operations, for planning, for succession – that comes with it.
In 2025, Raymond James asked people like you – those who’ve dedicated blood, sweat and years to building a sizable business – how they’re approaching their livelihoods, their futures and the places where the two intersect.
Nearly half of business owners have more than 50% of their personal wealth tied to their businesses.
In the next 5 years, 56% expect to transition/exit their financial stake
In the next 10 years, 88% expect to transition/exit their financial stake
Comprehensive financial planning is a good idea for everyone, but it’s especially important for business owners. It’s likely you’re in or approaching a significant transition, and having a tailored plan could help you complete it successfully and set up the pursuit of future goals – whether that includes launching a new business or creating generational wealth.
With so much of their lives tied to an enterprise, business owners need strategies that dig deep, connecting:
Considering the ways your life and business intersect could play a key role in helping you make the most of both. Whatever your personal goals, your professional goals and your goals for the future of the people you care about most, reaching them starts with a plan. A financial advisor can help you build a wealth plan that reflects the value of your greatest asset and all of the possibilities it represents.
