SMALL BUSINESS SOLUTIONS

Our seasoned professionals can help you develop, implement and monitor a retirement or benefit plan that suits the needs of your business, as well as those of your employees. In addition, we can provide valuation analyses for businesses and ESOPs, as well as help you find appropriate insurance coverage for your company.

For business owners seeking the most appropriate exit strategies, Raymond James has extensive experience. From helping you value your business to assessing the tax implications, and from positioning your company for sale to investment banking, we can help.

• Qualified Retirement Plans
• Key Person Insurance
• 401(k) Profit Sharing Solutions
• Simplified Employee Pension (SEP) Plan
• The SIMPLE IRA
• The Owners-only 401(k)
• Retirement Plan Advisory Council (RPAC)

Below you will find a resource link to a glossary of common investment and financial terms. We are also available to explain the terms more completely and discuss with you those relevant to your situation.

Raymond James GLOSSARY OF INVESTMENT TERMS