Concerned About the Future of Your Business?
As a business owner, you’re faced with a range of challenges, from managing day-to-day operations to planning for the future.
You may struggle with mitigating taxes, securing retirement for yourself and your employees, and creating competitive benefit packages to attract and retain top talent. These concerns can add complexity to running your business.
At the same time, you may worry about the future of your business after you exit—leadership gaps, succession planning, and family disputes over ownership can cause significant anxiety, leaving you uncertain about your business’s future.
We understand these pain points and are here to help you navigate them, helping to ensure your business continues to thrive, no matter where you are in your journey.
Ensure Ongoing Success and a Smooth Transition
- Customized Succession Strategies: We develop a personalized succession plan that helps to ensure the smooth transfer of leadership or ownership based on your unique business needs.
- Financial Strategies for Owners and Heirs: Our strategies help protect the financial stability of both the exiting owner and their successors, helping to ensure a seamless transition.
- Preserving Legacy and Business Values: We work closely with you to maintain your company’s vision, mission, and values throughout the succession process.
From Owning to Exiting Your Business: Strategies to help Secure the Future of Your Business
- Business Entity Selection: We partner with tax and legal professionals to choose the right business entity, which plays a crucial role in minimizing litigation risk and optimizing tax strategies.
- Comprehensive Employee Benefits Strategies: Design competitive benefits packages that attract and retain top talent, including health insurance, retirement plans such as Solo 401(k), 401(k), MEP, PEP, SEP IRA, Simple IRA, and defined benefit plans.
- Tax Mitigation Strategies: Keep more of what you earn by leveraging tax-deferred retirement plans and other tax-efficient strategies.
- Contingency Planning: Prepare for unexpected events, like the sudden loss of a key leader, to ensure business continuity during transitions.
- Leadership Transition Planning: Develop a clear, step-by-step plan for transitioning leadership, whether it’s passing the reins to family members or appointing outside executives.
- Buy-Sell Agreements: Safeguard your business by establishing agreements that determine how ownership will transfer in the event of retirement, death, or disability.
- Valuation and Exit Strategies: Get an accurate business valuation and maximize your financial return when it’s time to exit.
- Tax-Efficient Ownership Transfers: Mitigate tax burdens when transferring ownership to family members or selling to outside buyers using tax-efficient structured installment sales.
Changes in tax laws may occur at any time and could have a substantial impact upon each person’s situation. Investors should consult a tax or legal professional for advice specific to their situation. Raymond James and its advisors do not offer tax or legal advice. Investing involve risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your particular situation before making any investment or withdrawal decision.
