Skip to content
envelope
  • T: 727.567.1000
  • F: 866.597.3988
Feel free to reach out.
  • Home
  • Your Team
    • Your Team
    • John Keefe
    • Spencer Kerr
    • Our Partners
    • About Raymond James
    • Community Involvement
  • Our Clients
    • Our Clients
    • Families & Individuals
    • Business Owners and Incorporated Professionals
    • Corporate Executives
    • Women Investors
    • Retirees
    • Endowments & Foundations
  • How We Help
    • How We Help
    • Our Process
    • Retirement Planning
    • Cross Border Services
    • Portfolio Management
    • Investment Strategies
    • Structured Solutions and Alternative Investments
    • Risk Management
    • Financial Planning
    • Estate Planning & Strategic Charitable Giving
    • Longevity Planning
    • Education Planning
    • Business Succession Planning
  • Knowledge Centre
  • Articles
  • Contact Us
  • Client Access
  • THRIVE Private Wealth
    Suite 4100, 525 - 8th Ave SW Calgary, AB T2P 1G1 T: 403.221.0324
THRIVE Private Wealth logo.THRIVE Private Wealth logo.

Developing a comprehensive picture of your business

Developing a comprehensive picture of your business

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

During this significant emotional and financial event, it’s imperative to have someone by your side carefully reviewing the deal and keeping your best interests in mind as you cede control of something you’ve tended to for years. You’ll also need to factor in how the proceeds will fit into your overall financial and retirement income plan – in the most tax-efficient way possible.

We can work with you to create a succession plan designed to maximize its financial potential, and address the details essential to all parties concerned. Alongside other professionals such as your tax professional and lawyer, we work to develop a comprehensive picture – legal, structural, operational and financial – of your business. Together, we ensure your interests are well represented as you transition out of your business and move on to the next stage of your life.

  • Getting Ready

    Regardless of how you are passing on the business, you may need at least two to three years to fully prepare your business for new leadership if you are not planning to continue in a leadership role. We understand that there are many moving parts to a business deal, and can provide you with guidance to ensure things go as smoothly and profitably as possible.

  • Making The Transition

    We understand that financing details are crucial when it’s time to transition out of your business, particularly if you’re looking for the proceeds to provide added cash flow in retirement. When it’s time, we work with you, the buyer and your team to reach a deal everyone can agree on.

Managing cash, the essential fuel of your business

Managing cash, the essential fuel of your business

Learn more about how to strike the right balance with your business’s cash management.

Business Ownership
Mentoring: The 15-Minute Game Changer

Mentoring: The 15-Minute Game Changer

Despite the small investment of time, mentoring reaps big rewards for both parties involved.

Business Ownership
6 Ideas for Building a Lasting Career Legacy

6 Ideas for Building a Lasting Career Legacy

Making your mark through your work doesn't have to take a lifetime.

Business Ownership
Don't let a natural disaster derail your business

Don't let a natural disaster derail your business

A volcano in Hawaii, wildfires in the West, floods in the Midwest, hurricanes on the Gulf Coast, snowstorms in the Northeast – what’s a business to do?

Business Ownership
Sophisticated wealth management
Always here for you
THRIVE Private Wealth logo.THRIVE Private Wealth logo.
  • THRIVE Private Wealth Suite 4100, 525 - 8th Ave SW Calgary, AB T2P 1G1
  • T 403.221.0324
envelope

Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund. Use of the Raymond James Ltd. website is governed by the Web Use Agreement.

Raymond James (USA) Ltd. All rights reserved.
Raymond James (USA) Ltd. advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investors outside the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this website.
Raymond James (USA) Ltd. is a member of FINRA/SIPC.

This website may provide links to other internet sites for convenience of users.  Raymond James (USA) Ltd. is not responsible for the availability of content of these websites, nor does the firm endorse, warrant or guarantee the products, services, or information described or offered by these other internet sites.  Users cannot assume that these websites will abide by the same Privacy Policy that Raymond James (USA) Ltd. adheres to. 

Please click on the link below to stay connected via email.

I Consent

*You can withdraw your consent at any time by unsubscribing to our emails.

© 2023 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement

IIROC Logo
Advisor Report