Succession on your own terms.

You’ve helped countless clients plan for the future. At Raymond James, we help you plan yours. If you’re ready to grow, we offer extensive resources and expertise to guide you through the acquisition process. And when you’re ready to retire, we’ll work with you to establish a sound succession plan that honors your clients and your legacy. No matter where you are in your career, you can count on us to provide the personalized support and flexibility you need for each stage of your professional life.

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The freedom to take control of your future.

 

Build your legacy

We’ll help create a succession plan on your terms, rooted in your goals and timeline for a smooth transfer of ownership.

Propel your growth

With our strategic acquisition coaching, we’ll offer consulting on deal structure, valuation, tax guidance and financing.

Protect your assets

We’ll help you through the process of catastrophic succession planning so you come away with a plan to protect your business and your clients.

The help you need to write your next chapter.

We pride ourselves on setting advisors up for success. Through our sophisticated support, we can help you expand your practice as your goals evolve and, eventually, transition your business as you see fit.

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Monetize your practice over time

Explore an option that could enable you to receive an upfront check, transition your practice to your preferred successor, and then sell and retire on your own terms.

With a check swap, Raymond James advisors with outstanding loans and bonuses can transfer their obligations to a successor as a part of their overall succession strategy.

 

Check swap scenario graphic

Talk to a consultant to learn more

Resources

Writing your next chapter

Explore best practices to help you communicate your decision to retire, with tools and strategies to help make the transition of your business as smooth as possible.

Learn More about Writing your next chapter

Strategy isn’t just for exits

Whether you are building your book of business or starting to think about retirement in the future, the first step in developing a plan is choosing the right strategy.

Learn More about Strategy isn’t just for exits

Develop an acquisition strategy

Use this STRATEGY to proactively position yourself not only as an interested buyer, but also a qualified successor.

Learn More about Develop an acquisition strategy

“What are your long-term goals?”

It’s something you ask your clients every day.

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