As a business owner, you’ve built something you care about – and you want to see it last. We understand. We’re well-versed in the challenges and opportunities before you. As your financial guide, we help you further your own brand of success by giving you the confidence to focus on what you do best.

You’ve honed the skills necessary to prosper in the marketplace, and lived the unceasing commitment that is running a business. Like all business owners and entrepreneurs, you’ve learned that your personal and professional lives may intertwine in ways you had not anticipated. As your guide, we help you see all angles of the bigger picture – important things like passing on a legacy to the next generation and helping to ensure your workers have options for retirement planning.

We help you cut through the complexity of your financial situation to create, implement and manage an all-encompassing plan designed to pursue your goals – personally and professionally. Our strategies capitalize on our deep resources and insightful analysis and are customized to your needs. The result is a balanced plan interwoven with the details of how you picture your life.

Services Include

  • Business Sales and Valuations
  • Retirement Plans
  • Personalized Wealth & Investment Management for Business Owners
  • Risk Management
  • Banking & Lending Solutions
  • Insurance & Annuities
  • Estate Planning
  • Charitable Giving
  • Cash Management

Interested in stepping back and learning more about opportunities to create value in your business? I would like to invite you to get your Value Builder Score.

Value Builder research shows that companies achieving a score of 80+ out of a possible 100 get offers that are 71% higher than the average company. Whether you want to sell soon or run your business for decades, getting and growing your score makes economic sense.

Click here to get Your Value Builder Score

For matters personal and professional, we strive to offer guidance that covers all angles.

Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. are affiliated with Raymond James Bank, N.A., a federally chartered national bank.

Links are being provided for information purposes only. Raymond James is not affiliated and does not endorse, authorize or sponsor The Value Builder Score or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Opinions and projections offered by The Value Builder Score are not guaranteed and should not solely be relied upon in making a business decision. Using The Value Builder Score does not guarantee a favorable result. The information listed above is for informational purposes only and is not to be construed as a recommendation. Raymond James is not affiliated and does not endorse any of the listed companies. Exit Planning is a discipline that typically requires the collaboration of multiple professional advisors. Raymond James. & Associates, Inc. member NYSE/SIPC.