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Business Owners

Building a legacy on your terms

 

The day-to-day responsibilities of running a highly-successful business are challenging and can sometimes distract from your long-range business and personal objectives. As your trusted advisor, we will help you create a personalized strategy for the long-game, a dynamic financial plan with the perspective you need to achieve your dreams.

 

Together with our partner, Raymond James, we bring you the latest resources and insights, all designed to help you craft a financial plan that addresses your business and personal needs, giving you the confidence that not only are you succeeding in business, you are also achieving your larger financial objectives.

Business stages

Startup stage | Build your foundation

Establish a cash reserve to serve as a safety net

 

 

Build a hedge around your assets via titling and insurance

 

 

Bring your personal finances into focus

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Grow your business | Go to the next level

Identify financing for merger and acquisition (M&A) opportunities

 

 

Use tax-aware investing and planning to your advantage

 

 

Analyze risk as your business grows and evolves

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Mature and established | Create greater stability

Perform a “stress test” to check your business resilience

 

 

Consider your estate planning

 

 

Outline your options for the transfer of your business

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Exit stage | Poised for transition

Prepare for your business transition and review sale structure

 

 

Plan for the income tax on gains

 

 

Set new goals for after the sale

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Discover more for your wealth journey

Build your dynamic business plan with our financial advisors

    Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Trustmark Financial Services and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Trustmark Financial Services and Trustmark Bank are separately owned and operated and not independently registered as broker-dealers or investment advisers. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

    Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

    Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites 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.

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