Insight beyond the balance sheet for business owners

Day in and day out, you focus on doing what’s best for your business – but what about your personal priorities? If you need help preparing for what the future might bring, including legacy planning or a business sale, our experienced team can help.

We take an integrated approach to wealth management, uniting financial planning, cash-flow analysis and modeling, investment management, pre- and post-retirement planning, and access to personalized banking and lending through Raymond James Bank, N.A. Using the deep resources available, we will create a customized strategy for pursuing your objectives.

Services for entrepreneurs:

• Growing your business: Helping with tax aware investing as well as financing opportunities for M&A activity, analyzing risk as you grow
• Taking care of your family: Mitigating risk with life insurance and other types of coverage, ensuring an up-to-date estate plan in coordination with your attorney
• Preparing to exit your business: Working through business valuation and the types of deal structures, planning for the tax on gains, readying for a change of pace in retirement