Running 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. Your Raymond James advisor has the capabilities and resources to help your business reach the next level.

Business planning

Guidance to help you maximize the value of your business while managing its daily demands.

• Pre-sale planning
• Business valuation
• Capital solutions
• Minority sale advisory solutions
• Succession and exit planning
• Personal estate planning
• Tax mitigation
• Charitable giving strategies

Employee benefits

Meaningful, competitive workplace solutions to help your employees pursue their personal and financial goals.

• 401(k) and other retirement plans
• Executive benefits (non-qualified deferred compensation)
• Cash balance plans
• Investment due diligence solutions
• Participant wellness programs

Risk management

Comprehensive solutions to help bolster your business planning strategy and mitigate unexpected losses.

• Key person insurance
• Disability insurance
• Long-term care and annuities
• Property and casualty insurance (personal and institutional)
• Life insurance (personal and institutional)
• Complex personal insurance

Lending and liquidity solutions

Banking and liquidity strategies to help you meet near-term needs without disrupting long-term goals.

• Small/middle market business
• Concentrated shares
• Equipment
• Venture debt
• Corporate payment and transactions services
• Corporate escrow M&A accounts
• Securities based lending and tailored loans
• Interest rate hedging solutions
• Commercial real estate lending
• Strategic long-term cash and cash alternatives

Raymond James does not offer tax or legal advice. Please consult the appropriate professional before making any decision that may affect your tax or legal situation.

Insurance products offered through Raymond James Insurance Group, an affiliate of Raymond James & Associates, Inc. and Raymond James Financial Services, Inc.

Banking and Lending solutions are offered through Raymond James Bank, an affiliate of Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank for your residential mortgage needs.

Securities Based Line of Credit provided by Raymond James Bank. Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank.