Bespoke Capital Advisors of Raymond James

06/01/2026

The business may have created the wealth.

But the next chapter requires a different kind of planning.

At Bespoke Capital, we focus exclusively on privately held business owners and families.

Our role is to help owners think clearly about liquidity, tax-aware planning, estate strategy, family legacy, investment strategy, and life beyond the business.

The goal is not just a successful transaction.

The goal is helping the owner and family make wise decisions before, during, and after the moment everything changes.

05/04/2026

Selling a business is often the single biggest financial event in an owner's life.

And yet too many owners go into the process too late, underprepared, and without the right team around them.

We just published a new whitepaper: Selling Your Business: The Biggest Mistakes That Cost Owners Millions.

If you are a business owner thinking about a future sale — even if it is years away — this will help you understand what to avoid and where to start.

raymondjames.com

04/09/2026

New whitepaper — "Act 60: What Business Owners Need to Know Before Making the Move."

If you've built a business and are thinking about what financial independence looks like next, this is worth 10 minutes of your time.

See the link for full details. https://www.raymondjamesconnect.com/aEW7y-

04/08/2026

Most wealth is lost between generations, not because of bad investments, but because families never had the right conversations.

In our recent episode of Tailored to the Exception covers exactly this. "Shirtsleeves to Shirtsleeves" with Cody Hilbun explores why 90% of family wealth disappears by the third generation, and what you can do about it.

Link in bio. Worth 4 minutes of your time.

youtube.com

04/05/2026

🌷 Happy Easter from our team to yours. Wishing you a safe and enjoyable Sunday! How are you spending the holiday weekend?

04/01/2026

Don may be the GOAT 🐐, but we're the real winners!

Celebrating 14 years of exceptional work, positive energy, and his signature French press coffee. Congratulations on an incredible milestone, Don Milich!

03/26/2026

It all started back on March 26th, 2012...

Congratulations on 14 years of excellence, Cody Hilbun! Thank you for your leadership, dedication, and the impact you continue to make for our clients and team. Here's to many more! 👏🎉

01/23/2026

Proud to see our Managing Director, Cody Hilbun, featured in this insightful Financial Advisor IQ article on supporting business owners through successful exits!

Cody shares how we at Bespoke Capital Advisors go beyond maximizing sale value to address critical post-exit concerns like tax strategies, estate planning, cash flow modeling, and the emotional question many owners face: Will this newfound wealth become a gift or a curse for my family? As Cody notes, parents often worry about preserving their children's motivation and independence, and our team helps ease those concerns through proactive family meetings and legacy planning. A great reminder of why we specialize in guiding privately held business owners toward true financial independence and peace of mind.

Read the full article here: https://www.financialadvisoriq.com/c/5073514/709884/look_beyond_getting_best_value_business_exiting_clients?referrer_module=emailMorningNews&module_order=0&login=1&code=YkdGMWNtVnVMbXR2ZDJGc1FISmhlVzF2Ym1ScVlXMWxjeTVqYjIwc0lERTFOekEzTkRNMExDQXlPVGszTmpVME9ERT0

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FAs Look Beyond ‘Getting the Best Value’ for Business-Exiting Clients

01/14/2026

Explore how the Alternative Investments Group at Raymond James thoughtfully brings distinctive offerings to their platform that address varying investment objectives.

01/12/2026

Business owners are uniquely situated. Unlike the average investor, they are directly responsible for the success of their single biggest investment and bear the weight of converting its value into realized personal wealth. Chip Bauder, senior vice president of Private Wealth Consulting at Raymond James, shares his perspective on the decisions owners are faced with in today’s environment. Financial advisor Cody Hilbun also discusses how his practice specializes in business owner transitions.

The strength of Raymond James is reflected in both these ongoing accomplishments and in the consistent recognition we receive from our industry and our peers.