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.
Learn MoreConcentrated 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
Who gets what, when?
It won’t always be easy, but it’s worth deciding how you want to share your legacy so the process goes smoothly.
Read Article about Who gets what, when?Joining two financial lives? Treat it as a partnership
Many couples are hesitant to discuss money – but conquering that discomfort is necessary to get your spending, saving and long-term goals in sync.
Listen about Joining two financial lives? Treat it as a partnershipShielding your loved ones from sneaky scams
Simple steps like checking in frequently and blocking robocalls can make a meaningful difference.
Read Article about Shielding your loved ones from sneaky scamsFind an Advisor
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