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Resources

Often theories and strategies for acquiring practices and succession planning are discussed and pondered without any practical tools being utilized by advisors to successfully implement their strategic plan. Raymond James understands how frustrating it can be to advisors wishing to advance their firms strategic vision but don’t know where to start. In an effort to complement our consulting services we have delivered practical resources to assist advisors with their succession and M&A planning.

Resources such as a deal calculator to analyze potential cash flows resulting from an acquisition, an M&A manual, a Succession Planning manual, sample agreements, benchmarking and valuation tools, and much more are powerful tools that advisors can use to make educated decisions and maximize the potential of their practice.