As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. You represent one of the most important segments of the high-net-worth market and, along with this, you face critical areas to navigate: Business structure, business valuation, liquidity, asset protection and, when the time comes, business transition. As your financial guide, no matter where you are in the life cycle of your business, we can help you manage these details.

Click to view the 2018 Retirement Plan Contribution Chart

Services include:

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

99.7 of companies in the U.S. are closely held businesses.

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