Business Owner Liquidity Advisory Program

Through our business owner liquidity advisory program, we can help you retain more of the wealth you have created in your business by exploring strategies that may significantly reduce your tax liability, now and in the future.

Engaging the Equity Capital Markets resources of Raymond James ensures you are professionally represented in a full or partial business sale. Many business owners, however, often overlook or delay the personal planning opportunities that arise from a sale that generates significant liquidity. A Private Wealth Advisory team can evaluate your transition and address how it will impact your personal financial situation and life goals.

We help business owners address the personal impact of the sale of their business, including:

  • Ownership structure review
  • Estate planning analysis
  • Corporate retirement plan review
  • Cash flow sustainability and stress testing
  • Insurance and asset protection strategies review
  • Portfolio assessment and design

Let our specialists plan for the personal impact of your liquidity event