Succession planning

Not only does Raymond James give you ownership of your book of business*, we’ll help you sell it when you retire. Through our proprietary program designed to help you establish a formal business succession plan, you’ll build long-term value that will one day help you maximize the rewards of your years of hard work. You’ll also benefit by knowing you can one day exit your practice on your terms while providing your clients with the assurance that their finances will remain in good hands.

We’ll provide strategic guidance through each stage of the succession planning process, beginning with establishing a sustainable infrastructure early on in the business lifecycle. Leveraging comprehensive analysis by Moss Adams LLP, one of the largest CPA firms in the country specializing in valuation of financial planning firms, we’ll help implement an appropriate valuation model for your practice. Then, when it comes time to sell, we’ll provide access to a network of potential buyers and even assist with executing the sale transaction itself.

* Certain qualifications apply