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    1. 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

      Family & Life Events

      Let's clear up 10 misconceptions about HSAs

      When it comes to the versatile health savings account, misunderstandings abound.

      Read Article about Let's clear up 10 misconceptions about HSAs
      Estate & Giving

      7 common beneficiary choices you should probably rethink

      From naming an estate to overlooking international implications, potential missteps abound. Private Wealth Strategist Cindy Campbell explains why certain beneficiary decisions warrant a second look.

      Listen about 7 common beneficiary choices you should probably rethink
      Markets & Investing

      Volatility resources

      When markets react, maintain a long-term perspective.

      Learn More about Volatility resources

      Find an Advisor

      Connect with a Raymond James advisor or office near you.

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