Wealth strategies for founders, owners and visionaries

For many owners, financial life is closely intertwined with business itself. We understand that line is often indistinguishable. We also recognize a thriving business is one of life’s greatest achievements – and one of its most significant assets. From concentrated equity to the emotional weight of succession-related decisions, we understand the nuances, challenges and opportunities facing many founders and owners.

With extensive experience in helping develop customized strategies for entrepreneurs across industries, the team at SOCATA Capital of Raymond James can help bring clarity and structure for what comes next.

Whether the objective is to expand, plan for a succession event or prepare for a public or private sale, our team can provide thoughtful counsel and access to the strategic resources required to move with success. That specialized guidance encompasses liquidity and exit planning, transition strategies and pre- and post-exit wealth management – helping ensure you’re positioned to benefit from the wealth that your hard work has earned.

Tailored strategies and services

• Financial planning
• Portfolio management
• Risk management
• Lending services*
• Investment banking
  

* Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James financial advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are not FDIC-insured banking entities. FDIC insurance only covers the failure of FDIC-insured depository institutions and does not cover Raymond James & Associates, Inc. or Raymond James Financial Services, Inc. Certain conditions must be satisfied for pass-through FDIC deposit insurance coverage to apply.