Raymond James Practice Exchange
Introducing the new way to think about growth for your practice.
Let us help you focus on your practice's goals, and discover opportunities amongst other Raymond James firms and advisors.
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Build Your Meeting Room

With the support of your Succession Consultant you'll build a Meeting Room complete with suggested matches, business teaser and your non-negotiables.

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Evaluate & Invite Matches

Evaluate your recommended matches based on quality of fit and select firms to invite to your Meeting Room to submit formal expressions of interest.

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Safely Negotiate

After you've shortlisted your favorites request buyers to execute an NDA if interested in your deal and safely continue negotiations in the real world.

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Strategy isn't just for exits

We’ll offer you customized support for each facet of the planning process, including building a legacy, preparing for retirement, growing your business, valuing your practice and protecting your assets.

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Modern toolset
It's not a technology problem.
Raymond James understands the needs of advisors and the challenges surrounding succession for both seller and oriented-advisor. To that end, we're providing the latest innovations in technology powered by your expert Raymond James consultants to deliver a world class experience for our advisors.
Ready to get started?
Now that you have scratched the surface of the possibilities that await you on Practice Exchange, get the whole story. Have a confidential conversation with our consultants and supercharge your growth or succession goals at Raymond James.
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