Thoughtfully managing a windfall

Business Owner Services

We have experience partnering with entrepreneurs in the management of their wealth.

We begin with two important questions:
  • Does your company have the capital to grow to its full potential?
  • Are you within two to three years of monetizing part or all of the business or looking for a growth partner to help carry the load?

To address these, we collaborate with Raymond James investment bankers to evaluate the strengths and weaknesses of your business plan; consider strategic options such as mergers, acquisitions and growth capital; structure deals and investments to maximize business wealth; and advise you throughout the business life cycle.


As you take your business to the next level, we can help you:

Identify financing
opportunities for
M&A activity

Help with
tax- aware investing
and planning

Analyze risk
as your
business grows


Your life’s work is poised for a transition. We can help you:

Work through business
valuation and how to
structure a sale

Plan for the
income tax
on gains

Plan to help you
pursue new
goals post-sale

Assist in finding a
strategic partner to
buy into business

Discover total wealth management.
We welcome the chance to partner with you.

Raymond James does not provide tax or legal advice. Please discuss these matters with your tax or legal professional.