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.
“99.7 of companies in the U.S. are closely held businesses.”
For matters personal and professional, we strive to offer guidance that covers all angles.
Banking and lending solutions provided by Raymond James Bank. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, a Florida-chartered bank.