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.

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Concentrated 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

Estate  |  July 9, 2019

For better or worse, discuss your estate as a couple

Are you making the transition into married life? Consider these five estate planning to-do’s as you start your life together.

Read Article about For better or worse, discuss your estate as a couple
Technology  |  July 9, 2019

Sidestep crafty fraudsters by recognizing their traps

Those spoofed emails and lottery scams may be obvious to you, but they can pose a serious threat to your more vulnerable loved ones.

Listen about Sidestep crafty fraudsters by recognizing their traps
Investment Strategy  |  July 8, 2019

Why CIO Larry Adam sees rates staying lower for longer

Potential rate cuts by the Fed, negative yields abroad and inflation expectations all suggest interest rates will stay low, says CIO Larry Adam.

Watch Video about Why CIO Larry Adam sees rates staying lower for longer

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