A full suite of business services
At Sapientia Private Wealth Management, we believe exit planning is more than just a plan, it’s a business strategy. It’s about integrating sound business practices into your daily operations; and building, harvesting and preserving your family wealth for generations to come.
We also realize that navigating the intricate process of negotiating a business sale may leave you little time to consider your future finances. Our objective is to not only help you successfully transition from your business, but also to wisely transfer your business assets into personal wealth in the most prudent and tax-efficient manner, taking into consideration wealth management, estate planning, charitable giving strategies and all the steps you need to take to help reach your long-term goals.
Our services include:
- Business growth strategies
- Business action planning
- Cash management
- De-risking strategies
- Business valuation
- Benchmarking
- Exit option analysis and implementation
- Personal financial planning
- Personal wealth management
- Estate planning
- Charitable giving strategies
Raymond James does not provide tax or legal services. Please discuss these matters with the appropriate professional.
