Growing My Business

Your work is more than just a job. You invested years in seeing your company through the business life cycle, taking responsibility for its mission and caring for its workforce. Whether you’re a corporate executive looking for guidance with retirement plans or managing stock options, or you’re a business owner looking to sell or take your company public, your Raymond James advisor has the capabilities and resources to help your business reach the next level.


Retirement Plans

For most any business, the most valuable asset is its people. You want to take care of the people whose performance means so much to the success of your business. Your Raymond James advisor can help navigate your retirement plan options – simplified employee pensions (SEPs), SIMPLE IRAs, profit-sharing, 401(k) plans – and help you make the best choice to provide for the financial futures of you and your employees.

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Concentrated Equity

For many successful individuals, wealth management includes developing a strategy for concentrated holdings of stock in a single company. Solutions are often complex and time consuming, a challenge to even the most sophisticated investor. Your Raymond James advisor can assist you in implementing customized strategies for preserving and diversifying your holdings.*


Selling a Business

After years of building and nurturing a successful business, you’ll want to give careful consideration to a transition strategy when the time comes to part with such a big part of your life and net worth. Your Raymond James advisor can work with you and other professionals to help you understand your options and ensure that you and your company are prepared to take the next step.


Investment Banking Services

Running a business is complex business. Your Raymond James advisor can help you with a wide range of complex investment banking issues, including mergers and acquisitions and public offerings, to help your business grow and thrive.

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*Diversification does not guarantee a profit nor protect against a loss.

Commentary & Insights

Investment Strategy  |  April 8, 2019

4 reasons to rethink cash as an asset class

The flexibility and stability of cash is hard to beat. Just don’t hold onto too much of it.

Read Article about 4 reasons to rethink cash as an asset class
Goal Planning  |  April 11, 2019

For What It's Worth podcast

Hear the latest in wealth management and engaging commentary. Now available on iTunes and Spotify.

Listen about <em>For What It's Worth</em> podcast
Taxes  |  March 27, 2019

An important tax change for pass-through businesses

Learn whether you qualify for this new and significant deduction.

Read Article about An important tax change for pass-through businesses

Find an Advisor

Connect with a Raymond James advisor or office near you.