Working With Small Businesses
For many, creating and growing a successful business is a dream come true. But in addition to serving your clients and supporting your staff, there’s a plethora of other issues to address including obtaining a proper valuation, planning for succession, developing a business continuity plan and providing attractive and cost-effective benefits. We can identify resources and services to help ease the stress of planning for your business so you can focus on growing it.
We’ll work side-by-side with you on small business planning today with a keen eye on accomplishing your goals of tomorrow. Here’s how we can help:
- Explore financing alternatives
- Control costs
- Manage liquidity
- Establish a retirement plan
- Build a safety net
- Plan for business succession
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Potomac Financial Group. Potomac Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
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.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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