Objective guidance for entrepreneurs

As a successful business owner and entrepreneur, you’ve overcome challenges and achieved milestones along the way. It’s only natural you want someone with that same understanding when it comes to getting the financial advice and solutions necessary to take your business to the next level.

As entrepreneurs ourselves, we’ve helped many new, growing and mature businesses succeed. From planning for your business and employees to prudently managing liquidity from the sale of your business, we can help.

We can develop, implement and monitor a retirement or benefit plan and provide valuation analyses, as well as help you find appropriate insurance coverage for your company. For business owners seeking the most appropriate exit strategies, we can help you value your business, assess the tax implications* and position your company for sale. Working with you as a partner in your success, we’ll take the time to understand your goals and help you address a wide variety of needs, including:

  • Asset management
  • Cash management
  • Employee retention
  • Insurance*
  • Financing
  • Retirement and succession planning

In addition to our own experience and financial knowledge, we have access to all the resources of Raymond James, one of the country’s leading financial services firms. Best of all, you’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – to help ensure the big decisions made are the right ones for you and your business.

* Offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc.