The complex issues that confront business owners require unique solutions. Whether you're setting up a 401(k) plan, a deferred compensation plan, an executive bonus plan or any kind of business transaction, the Belleair PWMG team attempts to supply the detailed knowledge to facilitate your efforts.

Whether you're restructuring your corporate debt, planning an IPO, buying another business or devising a leveraged buy-out, Raymond James & Associates, Inc. gives us the ability to assist with financial and strategic advisory services.

Whether you are considering selling your business or leaving it to a successor, we can advise on methods of maximizing your company's value in the future. Our services include tax planning, investment planning and executive insurance, and, of course, we are here to help you make the most effective employee benefits decisions.

There are so many choices today that the question often comes down to what plan is the best for your business. You may be concerned about financial security, tax advantages or the ability to retain and attract employees through your plan. We can help select the right retirement plan for your business. We can offer detailed information about available plans, such as 401(k) and Profit Sharing Plans, Defined Benefit Plans, Leveraged 412(i) Plans, Safe Harbor Plans, Deferred Compensation Plans, SEP Plans, Simple IRAs and group 529 College Savings Plans. We can explain how a plan can impact your business. We are prepared to work with your employees and take part in management team meetings.

This question concerns many business owners because the premiums for group medical/dental, disability and long-term care plans* have been going up 10% to 25% annually since 2000. Business owners need partners who understand the benefits market and who are willing to work aggressively to control overall costs and shop around for the best, most effective benefit plans. When we assist in such matters, our goal is to help keep your employees informed and satisfied with the plans you offer.

Business owners are often faced with finding creative ways to keep key executive team members with the firm. Compensation is often an important retention factor, and we are prepared to help you and your team find innovative ways to address these issues. The details of buy-sell agreements, business succession plans or business transitions are potential team destroyers. We can help find the best solutions to issues like these.

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