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Raymond James Exclusive Benefits

Do Raymond James affiliates receive special benefits? Yes. Our service provides those independent contractors, registered investment advisors, bank affiliates and employees affiliated with Raymond James additional select benefits, including the option to list as someone interested in buying a practice or being a successor. Upon completing a listing they will receive the following exclusive benefits:

  • Ability to search seller listings and receive email notifications of new seller postings.
  • Access to "Find a Successor" profiles including email notifications of new postings.
  • Qualified candidates have the option to receive Raymond James financing assistance on an acquisition.
  • Use of a unique industry valuation instrument created in conjunction with Moss Adams that provides the user a valuable practice planning and benchmarking tool.
  • A printed copy of the RJFS/Moss Adams Buying or Selling a Practice Guide.
  • Access to the new how-to Business Succession Planning Manual written for Raymond James by industry expert David Goad.
  • Sample agreement templates for use by your legal counsel.
  • Access to job candidate listings.