Services for Businesses
“We are experienced in the Business Owner Marketplace”
Owning your own business involves some of the most complex issues you will face during your lifetime. Common questions business owners ask include, “How do I transition my business?” “How do I take care of my employees?” “How can I have the most cost-effective, yet truly appreciated, employee benefits program?” “Can investment banking work for my business?” “How do I sell my business and when?” ”Can I save enough money to retire and what will I do in my retirement?” “Which retirement plan will be best for me and my team – 401(k), profit sharing plan, Safe Harbor Plan, defined benefit plan, 412(i) leveraged defined benefit plan, 419 welfare benefit plan, deferred compensation plan, 162 executive bonus plan, etc.?” Let us develop a life-long business relationship together.
Investment BankingLet our professionals help you finance your business through various channels. With Raymond James, we have the ability to assist in selling your business, acquiring another business, structuring corporate debt, IPOs, leveraged buy-outs, re-capitalization, venture capital, mergers and acquisitions, company valuation, and general strategic and financial advisory services.
Business Transition
If you are a business owner, do you know how you will transition from ownership to retirement … to whom you will sell or leave your business … or how you will maximize your company’s value in the future? We can help you accomplish tax planning, executive insurance and investment planning, as well as assist you in your employee benefits decisions.
Retirement Plans
Many business owners today are faced with an increasing need to provide a retirement benefit for themselves and their employees. We can help select the right retirement plan for your business, whether you are concerned about financial security, tax advantages, or retaining and attracting employees through your plan. For many business owners, the question is not, “Should I implement a retirement plan?” Rather, it is, “Which plan is right for my business?” We can tell you more about the many choices available, such as 401(k) and profit sharing plans, defined benefit plans, leveraged 412(i) plans, Safe Harbor Plans, deferred compensation plans, SEP plans, Simple IRAs, and group 529 college savings plans, and how one can impact your business. We at Prosperity are involved in a “hands-on” way with your employees and management team meetings whether they be monthly, quarterly, semi-annually or annually.
Executive Planning
Taking care of your Executive Team means that you, as the business owner, may need to think “outside the box” and find creative ways to keep your team with you for years to come. We can help. There are many roads to travel that may compensate you and your team in innovative ways that we, as business experts, can help you to navigate. Issues may include business transitions, business succession plans, buy-sell agreements and funding, innovative compensation techniques, and much more.
Group Medical Benefits
The jobs of the group medical / dental / LTD / LTC benefits plans are to satisfy your employees without breaking the bank to finance these benefits. Prices have been rising up by 10% to 25% annually since 2000 and clients need employee benefit brokers who understand the market and are willing to aggressively work for their clients to control these costs and shop for the most effective and creative benefits. That’s why we strive to be innovative and meticulous in our efforts to work tirelessly in procuring the best products, services and prices for you. We help keep your employees satisfied with outstanding service unparalled in today’s market. We at Prosperity are involved in a “hands-on” way with your employees and management team meetings whether they be monthly, quarterly, semi-annually or annually.
The group medical benefits mentioned above are not offered through RJFS.
Resources
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